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Foundations Investment Advisors’s Dell DELL Stock Holding History

Foundations Investment 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 		$8.92M Buy
20,672
+465
+2% +$134K 0.09% 182
2026
Q1 		$3.32M Buy
20,207
+16,103
+392% +$2.15M 0.04% 285
2025
Q4 		$517K Buy
4,104
+1,776
+76% +$250K 0.01% 704
2025
Q3 		$330K Sell
2,328
-222
-9% -$28.8K ﹤0.01% 813
2025
Q2 		$313K Buy
+2,550
New +$261K ﹤0.01% 729
2025
Q1 		– Sell
-4,388
Closed -$506K – 875
2024
Q4 		$506K Buy
4,388
+653
+17% +$81.9K 0.01% 537
2024
Q3 		$443K Buy
3,735
+1,280
+52% +$149K 0.01% 545
2024
Q2 		$339K Sell
2,455
-650
-21% -$87.1K 0.01% 578
2024
Q1 		$354K Buy
+3,105
New +$290K 0.01% 542

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

Foundations Investment Advisors's DELL Position: Q2 2026 in Review

Foundations Investment Advisors increased its Dell (DELL) stake by 2.3% in Q2 2026, buying an estimated $134K and bringing the position to 20,672 shares worth $8.92M. The position accounts for 0.09% of the portfolio, ranked #182.

Foundations Investment Advisors first reported a position in DELL in Q1 2024 and has held it in 9 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Foundations Investment Advisors held 20,672 shares of Dell worth $8.92M as of Q2 2026.
  • Foundations Investment Advisors bought 465 Dell shares in Q2 2026, an estimated $134K.
  • Dell made up 0.09% of Foundations Investment Advisors's portfolio in Q2 2026, its #182 holding.
  • Foundations Investment Advisors first reported a position in Dell in Q1 2024 and has held it in 9 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.