Independent Advisor Alliance’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.42M | Buy |
10,237
+5,109
| +100% | +$1.48M | 0.1% | 143 |
|
|
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
Independent Advisor Alliance's DELL Position: Q2 2026 in Review
Independent Advisor Alliance increased its Dell (DELL) stake by 100% in Q2 2026, buying an estimated $1.48M and bringing the position to 10,237 shares worth $4.42M. The position accounts for 0.1% of the portfolio, ranked #143.
Independent Advisor Alliance first reported a position in DELL in Q2 2017 and has held it in 26 quarters since. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.
- Independent Advisor Alliance held 10,237 shares of Dell worth $4.42M as of Q2 2026.
- Independent Advisor Alliance bought 5,109 Dell shares in Q2 2026, an estimated $1.48M.
- Dell made up 0.1% of Independent Advisor Alliance's portfolio in Q2 2026, its #143 holding.
- Independent Advisor Alliance first reported a position in Dell in Q2 2017 and has held it in 26 quarters since.
- 2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.