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Mount Yale Investment Advisors’s Dell DELL Stock Holding History

Mount Yale 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 		$3.48M Buy
21,177
+16,847
+389% +$2.24M 0.08% 252
2025
Q4 		$545K Sell
4,330
-521
-11% -$73.4K 0.03% 442
2025
Q3 		$688K Sell
4,851
-2,193
-31% -$285K 0.05% 351
2025
Q2 		$864K Buy
7,044
+232
+3% +$23.7K 0.07% 235
2025
Q1 		$621K Buy
6,812
+1,295
+23% +$137K 0.05% 282
2024
Q4 		$636K Sell
5,517
-1,285
-19% -$161K 0.05% 302
2024
Q3 		$806K Buy
6,802
+2,466
+57% +$287K 0.08% 240
2024
Q2 		$598K Sell
4,336
-2,408
-36% -$323K 0.05% 309
2024
Q1 		$770K Sell
6,744
-933
-12% -$87.1K 0.06% 275
2023
Q4 		$587K Sell
7,677
-43
-0.6% -$3.04K 0.06% 289
2023
Q3 		$532K Sell
7,720
-34
-0.4% -$2.03K 0.06% 295
2023
Q2 		$420K Buy
+7,754
New +$357K 0.04% 330

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

Mount Yale Investment Advisors's DELL Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Dell (DELL) stake by 389% in Q1 2026, buying an estimated $2.24M and bringing the position to 21,177 shares worth $3.48M. The position accounts for 0.08% of the portfolio, ranked #252.

Mount Yale Investment Advisors first reported a position in DELL in Q2 2023 and has held it in 12 quarters since. 1,633 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • Mount Yale Investment Advisors held 21,177 shares of Dell worth $3.48M as of Q1 2026.
  • Mount Yale Investment Advisors bought 16,847 Dell shares in Q1 2026, an estimated $2.24M.
  • Dell made up 0.08% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #252 holding.
  • Mount Yale Investment Advisors first reported a position in Dell in Q2 2023 and has held it in 12 quarters since.
  • 1,633 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.