OneDigital Investment Advisors’s Dell DELL Stock Holding History

OneDigital 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	$2.53M	Buy	5,857 +1,353	+30%	+$391K	0.02%	443
2026 Q1	$739K	Sell	4,504 -845	-16%	-$113K	0.01%	792
2025 Q4	$673K	Sell	5,349 -146	-3%	-$20.6K	0.01%	825
2025 Q3	$779K	Sell	5,495 -495	-8%	-$64.2K	0.01%	756
2025 Q2	$734K	Buy	5,990 +986	+20%	+$101K	0.01%	748
2025 Q1	$456K	Buy	5,004 +512	+11%	+$54.2K	0.01%	894
2024 Q4	$518K	Buy	4,492 +494	+12%	+$62K	0.01%	871
2024 Q3	$474K	Buy	3,998 +622	+18%	+$72.5K	0.01%	958
2024 Q2	$466K	Buy	3,376 +32	+1%	+$4.29K	0.01%	928
2024 Q1	$382K	Sell	3,344 -2,110	-39%	-$197K	0.01%	832
2023 Q4	$417K	Buy	+5,454	New	+$385K	0.01%	778
2019 Q3	–	Sell	-748	Closed	-$19K	–	689
2019 Q2	$19K	Buy	+748	New	+$23.3K	﹤0.01%	816
2018 Q4	–	Sell	-278	Closed	-$8K	–	1144
2018 Q3	$8K	Hold	278	–	–	﹤0.01%	870
2018 Q2	$7K	Hold	278	–	–	﹤0.01%	1111
2018 Q1	$6K	Hold	278	–	–	﹤0.01%	1125
2017 Q4	$6K	Hold	278	–	–	﹤0.01%	1062
2017 Q3	$6K	Hold	278	–	–	﹤0.01%	866
2017 Q2	$5K	Buy	+278	New	+$5.09K	﹤0.01%	1051

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

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

OneDigital Investment Advisors increased its Dell (DELL) stake by 30% in Q2 2026, buying an estimated $391K and bringing the position to 5,857 shares worth $2.53M. The position accounts for 0.02% of the portfolio, ranked #443.

OneDigital Investment Advisors first reported a position in DELL in Q2 2017 and has held it in 18 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

OneDigital Investment Advisors held 5,857 shares of Dell worth $2.53M as of Q2 2026.
OneDigital Investment Advisors bought 1,353 Dell shares in Q2 2026, an estimated $391K.
Dell made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #443 holding.
OneDigital Investment Advisors first reported a position in Dell in Q2 2017 and has held it in 18 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.