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Oakmont Investment Advisors’s Dell DELL Stock Holding History

Oakmont 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 		$595K Sell
1,378
-333
-19% -$96.3K 0.41% 62
2026
Q1 		$281K Sell
1,711
-18,308
-91% -$2.44M 0.26% 79
2025
Q4 		$2.52M Buy
+20,019
New +$2.82M 1.85% 14

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 $3.37T AUM 44.26% 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

Oakmont Investment Advisors's DELL Position: Q2 2026 in Review

Oakmont Investment Advisors reduced its Dell (DELL) stake by 19% in Q2 2026, selling an estimated $96.3K and leaving 1,378 shares worth $595K. The position accounts for 0.41% of the portfolio, ranked #62.

Oakmont Investment Advisors first reported a position in DELL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.52M in Q4 2025. 2,120 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Oakmont Investment Advisors held 1,378 shares of Dell worth $595K as of Q2 2026.
  • Oakmont Investment Advisors sold 333 Dell shares in Q2 2026, an estimated $96.3K.
  • Dell made up 0.41% of Oakmont Investment Advisors's portfolio in Q2 2026, its #62 holding.
  • Oakmont Investment Advisors first reported a position in Dell in Q4 2025 and has held it in 3 quarters since.
  • Oakmont Investment Advisors's Dell position peaked at $2.52M in Q4 2025.
  • 2,120 funds tracked by Wall St. Rank held Dell as of Q2 2026.

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