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EverSource Wealth Advisors’s Dell DELL Stock Holding History

EverSource 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
2026
Q2 		$16.7M Sell
38,636
-1,229
-3% -$355K 0.56% 42
2026
Q1 		$6.54M Buy
39,865
+13,666
+52% +$1.82M 0.2% 87
2025
Q4 		$3.3M Buy
26,199
+23,031
+727% +$3.24M 0.12% 137
2025
Q3 		$449K Buy
3,168
+584
+23% +$75.8K 0.02% 539
2025
Q2 		$317K Buy
2,584
+1,257
+95% +$128K 0.01% 644
2025
Q1 		$121K Buy
1,327
+891
+204% +$94.3K 0.01% 843
2024
Q4 		$50.2K Sell
436
-246
-36% -$30.9K ﹤0.01% 1187
2024
Q3 		$80.8K Buy
682
+254
+59% +$29.6K 0.01% 871
2024
Q2 		$48.7K Buy
428
+211
+97% +$28.3K ﹤0.01% 1103
2024
Q1 		$27K Buy
217
+4
+2% +$373 ﹤0.01% 1223
2023
Q4 		$16.3K Sell
213
-108
-34% -$7.63K ﹤0.01% 1333
2023
Q3 		$22.1K Hold
321
– – ﹤0.01% 1089
2023
Q2 		$17.4K Sell
321
-324
-50% -$14.9K ﹤0.01% 1211
2023
Q1 		$25.9K Buy
645
+126
+24% +$5.08K ﹤0.01% 993
2022
Q4 		$20.9K Buy
519
+497
+2,259% +$19.7K ﹤0.01% 1056
2022
Q3 		$1K Sell
22
-59
-73% -$2.48K ﹤0.01% 1798
2022
Q2 		$4K Sell
81
-102
-56% -$4.82K ﹤0.01% 1315
2022
Q1 		$9K Buy
183
+64
+54% +$3.57K ﹤0.01% 1004
2021
Q4 		$6K Buy
+119
New +$6.63K ﹤0.01% 1172

Other funds holding DELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EverSource Wealth Advisors's DELL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Dell (DELL) stake by 3.1% in Q2 2026, selling an estimated $355K and leaving 38,636 shares worth $16.7M. The position accounts for 0.56% of the portfolio, ranked #42.

EverSource Wealth Advisors first reported a position in DELL in Q4 2021 and has held it in 19 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • EverSource Wealth Advisors held 38,636 shares of Dell worth $16.7M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,229 Dell shares in Q2 2026, an estimated $355K.
  • Dell made up 0.56% of EverSource Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • EverSource Wealth Advisors first reported a position in Dell in Q4 2021 and has held it in 19 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.