Heck Capital Advisors’s Dell DELL Stock Holding History

Heck Capital 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 Q1	–	Sell	-5,414	Closed	-$624K	–	381
2024 Q4	$624K	Buy	+5,414	New	+$679K	0.03%	177

Other funds holding DELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Heck Capital Advisors's DELL Position: Q1 2025 in Review

Heck Capital Advisors sold out of Dell (DELL) in Q1 2025, closing a stake of 5,414 shares — an estimated $624K sold.

Heck Capital Advisors first reported a position in DELL in Q4 2024 and held it in 1 quarter. The position peaked at $624K in Q4 2024. 1,273 funds tracked by Wall St. Rank hold DELL as of Q1 2025.

Heck Capital Advisors reported no remaining Dell position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 5,414 Dell shares in Q1 2025, an estimated $624K.
Heck Capital Advisors first reported a position in Dell in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Dell position peaked at $624K in Q4 2024.
1,273 funds tracked by Wall St. Rank held Dell as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.