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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
Q2 		$9.62M Buy
22,289
+1,112
+5% +$322K 0.18% 129
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mount Yale Investment Advisors's DELL Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Dell (DELL) stake by 5.3% in Q2 2026, buying an estimated $322K and bringing the position to 22,289 shares worth $9.62M. The position accounts for 0.18% of the portfolio, ranked #129.

Mount Yale Investment Advisors first reported a position in DELL in Q2 2023 and has held it in 13 quarters since. 2,138 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Mount Yale Investment Advisors held 22,289 shares of Dell worth $9.62M as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,112 Dell shares in Q2 2026, an estimated $322K.
  • Dell made up 0.18% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #129 holding.
  • Mount Yale Investment Advisors first reported a position in Dell in Q2 2023 and has held it in 13 quarters since.
  • 2,138 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.