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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
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
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

Moneta Group Investment Advisors's DELL Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Dell (DELL) stake by 11% in Q1 2026, selling an estimated $26.2K and leaving 1,669 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Moneta Group Investment Advisors first reported a position in DELL in Q3 2016 and has held it in 5 quarters since. The position peaked at $309K in Q3 2025. 1,633 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • Moneta Group Investment Advisors held 1,669 shares of Dell worth $274K as of Q1 2026.
  • Moneta Group Investment Advisors sold 197 Dell shares in Q1 2026, an estimated $26.2K.
  • Dell made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #657 holding.
  • Moneta Group Investment Advisors first reported a position in Dell in Q3 2016 and has held it in 5 quarters since.
  • Moneta Group Investment Advisors's Dell position peaked at $309K in Q3 2025.
  • 1,633 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.