Lido Advisors’s Dell DELL Stock Holding History

Lido 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	$23.4M	Sell	54,284 -767	-1%	-$222K	0.06%	200
2026 Q1	$9.04M	Buy	55,051 +25,514	+86%	+$3.4M	0.03%	337
2025 Q4	$3.98M	Buy	29,537 +12,484	+73%	+$1.76M	0.01%	520
2025 Q3	$2.42M	Buy	17,053 +619	+4%	+$80.3K	0.01%	633
2025 Q2	$2.01M	Buy	16,434 +2,011	+14%	+$206K	0.01%	585
2025 Q1	$1.31M	Buy	14,423 +1,175	+9%	+$124K	0.01%	666
2024 Q4	$1.53M	Buy	13,248 +4,388	+50%	+$551K	0.01%	606
2024 Q3	$1.05M	Buy	8,860 +281	+3%	+$32.7K	0.01%	688
2024 Q2	$1.18M	Buy	8,579 +5,003	+140%	+$671K	0.01%	599
2024 Q1	$408K	Buy	3,576 +474	+15%	+$44.2K	﹤0.01%	963
2023 Q4	$237K	Buy	+3,102	New	+$219K	﹤0.01%	1134
2021 Q2	–	Sell	-6,466	Closed	-$289K	–	917
2021 Q1	$289K	Buy	+6,466	New	+$265K	0.01%	670
2018 Q2	–	Sell	-26,778	Closed	-$550K	–	424
2018 Q1	$550K	Buy	+26,778	New	+$577K	0.08%	170

Other funds holding DELL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Lido Advisors's DELL Position: Q2 2026 in Review

Lido Advisors reduced its Dell (DELL) stake by 1.4% in Q2 2026, selling an estimated $222K and leaving 54,284 shares worth $23.4M. The position accounts for 0.06% of the portfolio, ranked #200.

Lido Advisors first reported a position in DELL in Q1 2018 and has held it in 13 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Lido Advisors held 54,284 shares of Dell worth $23.4M as of Q2 2026.
Lido Advisors sold 767 Dell shares in Q2 2026, an estimated $222K.
Dell made up 0.06% of Lido Advisors's portfolio in Q2 2026, its #200 holding.
Lido Advisors first reported a position in Dell in Q1 2018 and has held it in 13 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.