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Independent Advisor Alliance’s Dell DELL Stock Holding History

Independent Advisor Alliance’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
Q1 		$842K Buy
5,128
+384
+8% +$51.2K 0.01% 907
2025
Q4 		$597K Sell
4,744
-678
-13% -$95.5K 0.01% 600
2025
Q3 		$769K Buy
5,422
+12
+0.2% +$1.56K 0.02% 504
2025
Q2 		$663K Buy
5,410
+52
+1% +$5.32K 0.02% 506
2025
Q1 		$488K Sell
5,358
-253
-5% -$26.8K 0.02% 533
2024
Q4 		$647K Buy
5,611
+2,187
+64% +$274K 0.01% 864
2024
Q3 		$406K Sell
3,424
-11,645
-77% -$1.36M 0.01% 497
2024
Q2 		$2.08M Buy
15,069
+2,694
+22% +$361K 0.07% 214
2024
Q1 		$1.41M Buy
12,375
+893
+8% +$83.3K 0.05% 265
2023
Q4 		$878K Sell
11,482
-1,417
-11% -$100K 0.03% 330
2023
Q3 		$889K Buy
12,899
+7,896
+158% +$470K 0.04% 312
2023
Q2 		$271K Buy
+5,003
New +$230K 0.01% 547
2022
Q3 		– Sell
-5,774
Closed -$267K – 632
2022
Q2 		$267K Buy
+5,774
New +$273K 0.01% 506
2021
Q1 		– Sell
-9,885
Closed -$367K – 607
2020
Q4 		$367K Sell
9,885
-5,789
-37% -$202K 0.02% 406
2020
Q3 		$538K Buy
15,674
+867
+6% +$27K 0.04% 278
2020
Q2 		$412K Sell
14,807
-5,302
-26% -$119K 0.04% 307
2020
Q1 		$403K Sell
20,109
-20,302
-50% -$468K 0.06% 237
2019
Q4 		$1.05M Buy
40,411
+3,038
+8% +$79K 0.05% 351
2019
Q3 		$982K Buy
37,373
+4,444
+13% +$118K 0.12% 161
2019
Q2 		$848K Buy
32,929
+3,379
+11% +$105K 0.12% 163
2019
Q1 		$879K Buy
+29,550
New +$779K 0.12% 159
2018
Q4 		– Sell
-49,362
Closed -$1.31M – 418
2018
Q3 		$1.31M Buy
49,362
+8,588
+21% +$229K 0.24% 96
2018
Q2 		$940K Buy
40,774
+5,587
+16% +$123K 0.2% 125
2018
Q1 		$717K Buy
+35,187
New +$759K 0.16% 151
2017
Q3 		– Sell
-74,279
Closed -$27K – 269
2017
Q2 		$27K Buy
+74,279
New +$1.36M 0.01% 242

Other funds holding DELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Independent Advisor Alliance's DELL Position: Q1 2026 in Review

Independent Advisor Alliance increased its Dell (DELL) stake by 8.1% in Q1 2026, buying an estimated $51.2K and bringing the position to 5,128 shares worth $842K. The position accounts for 0.01% of the portfolio, ranked #907.

Independent Advisor Alliance first reported a position in DELL in Q2 2017 and has held it in 25 quarters since. The position peaked at $2.08M in Q2 2024. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • Independent Advisor Alliance held 5,128 shares of Dell worth $842K as of Q1 2026.
  • Independent Advisor Alliance bought 384 Dell shares in Q1 2026, an estimated $51.2K.
  • Dell made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #907 holding.
  • Independent Advisor Alliance first reported a position in Dell in Q2 2017 and has held it in 25 quarters since.
  • Independent Advisor Alliance's Dell position peaked at $2.08M in Q2 2024.
  • 1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.