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Clearview Wealth Advisors’s Dell DELL Stock Holding History

Clearview Wealth Advisors’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$364K Sell
2,890
-133
-4% -$18.7K 0.23% 76
2025
Q3 		$429K Sell
3,023
-68
-2% -$8.82K 0.27% 69
2025
Q2 		$379K Buy
3,091
+14
+0.5% +$1.43K 0.26% 72
2025
Q1 		$280K Buy
+3,077
New +$325K 0.21% 89
2021
Q4 		– Sell
-110
Closed -$6K – 701
2021
Q3 		$6K Hold
110
– – ﹤0.01% 477
2021
Q2 		$6K Hold
110
– – ﹤0.01% 487
2021
Q1 		$5K Hold
110
– – ﹤0.01% 479
2020
Q4 		$4K Buy
+110
New +$3.83K ﹤0.01% 460

Other funds holding DELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Clearview Wealth Advisors's DELL Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Dell (DELL) stake by 4.4% in Q4 2025, selling an estimated $18.7K and leaving 2,890 shares worth $364K. The position accounts for 0.23% of the portfolio, ranked #76.

Clearview Wealth Advisors first reported a position in DELL in Q4 2020 and has held it in 8 quarters since. The position peaked at $429K in Q3 2025. 1,517 funds tracked by Wall St. Rank hold DELL as of Q4 2025.

  • Clearview Wealth Advisors held 2,890 shares of Dell worth $364K as of Q4 2025.
  • Clearview Wealth Advisors sold 133 Dell shares in Q4 2025, an estimated $18.7K.
  • Dell made up 0.23% of Clearview Wealth Advisors's portfolio in Q4 2025, its #76 holding.
  • Clearview Wealth Advisors first reported a position in Dell in Q4 2020 and has held it in 8 quarters since.
  • Clearview Wealth Advisors's Dell position peaked at $429K in Q3 2025.
  • 1,517 funds tracked by Wall St. Rank held Dell as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.