IronOak Wealth’s Dell DELL Stock Holding History

IronOak Wealth’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 Q2	$1.7M	Buy	+13,857	New	+$1.42M	1.65%	27
2024 Q4	$860K	Buy	+7,460	New	+$936K	0.96%	41

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

IronOak Wealth's DELL Position: Q2 2025 in Review

IronOak Wealth opened a new position in Dell (DELL) in Q2 2025: 13,857 shares worth $1.7M. The stake represents 1.65% of the portfolio and ranks #27 among its holdings. This is a return to the name: IronOak Wealth previously reported a position in DELL as recently as Q4 2024.

IronOak Wealth first reported a position in DELL in Q4 2024 and has held it in 2 quarters since. 1,359 funds tracked by Wall St. Rank hold DELL as of Q2 2025.

IronOak Wealth held 13,857 shares of Dell worth $1.7M as of Q2 2025.
Dell was a new IronOak Wealth position in Q2 2025.
Dell made up 1.65% of IronOak Wealth's portfolio in Q2 2025, its #27 holding.
IronOak Wealth first reported a position in Dell in Q4 2024 and has held it in 2 quarters since.
1,359 funds tracked by Wall St. Rank held Dell as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.