Moneta Group Investment Advisors’s Dell DELL Stock Holding History

Moneta Group Investment 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	$978K	Buy	2,267 +598	+36%	+$173K	0.01%	401
2026 Q1	$274K	Sell	1,669 -197	-11%	-$26.2K	﹤0.01%	657
2025 Q4	$235K	Sell	1,866 -314	-14%	-$44.2K	﹤0.01%	712
2025 Q3	$309K	Buy	+2,180	New	+$283K	﹤0.01%	611
2024 Q4	–	Sell	-1,698	Closed	-$201K	–	674
2024 Q3	$201K	Buy	+1,698	New	+$198K	﹤0.01%	615
2016 Q4	–	Sell	-19,976	Closed	-$268K	–	170
2016 Q3	$268K	Buy	+19,976	New	+$272K	0.06%	113

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

Moneta Group Investment Advisors's DELL Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Dell (DELL) stake by 36% in Q2 2026, buying an estimated $173K and bringing the position to 2,267 shares worth $978K. The position accounts for 0.01% of the portfolio, ranked #401.

Moneta Group Investment Advisors first reported a position in DELL in Q3 2016 and has held it in 6 quarters since. 2,133 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Moneta Group Investment Advisors held 2,267 shares of Dell worth $978K as of Q2 2026.
Moneta Group Investment Advisors bought 598 Dell shares in Q2 2026, an estimated $173K.
Dell made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #401 holding.
Moneta Group Investment Advisors first reported a position in Dell in Q3 2016 and has held it in 6 quarters since.
2,133 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.