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Optimum Investment Advisors’s Dell DELL Stock Holding History

Optimum 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
2025
Q3 		$68.2K Hold
481
– – 0.03% 303
2025
Q2 		$59K Hold
481
– – 0.03% 322
2025
Q1 		$43.8K Sell
481
-75
-13% -$7.93K 0.02% 355
2024
Q4 		$64.1K Buy
556
+75
+16% +$9.41K 0.03% 312
2024
Q3 		$57K Hold
481
– – 0.02% 342
2024
Q2 		$66.3K Buy
481
+200
+71% +$26.8K 0.03% 326
2024
Q1 		$32.1K Hold
281
– – 0.01% 409
2023
Q4 		$21.5K Hold
281
– – 0.01% 440
2023
Q3 		$19.4K Hold
281
– – 0.01% 473
2023
Q2 		$15.2K Hold
281
– – 0.01% 505
2023
Q1 		$11.3K Sell
281
-59
-17% -$2.38K 0.01% 553
2022
Q4 		$13.7K Hold
340
– – 0.01% 536
2022
Q3 		$12K Hold
340
– – 0.01% 561
2022
Q2 		$16K Hold
340
– – 0.01% 541
2022
Q1 		$17K Hold
340
– – 0.01% 580
2021
Q4 		$19K Sell
340
-331
-49% -$18.5K 0.01% 599
2021
Q3 		$35K Hold
671
– – 0.01% 516
2021
Q2 		$34K Sell
671
-193
-22% -$9.68K 0.01% 583
2021
Q1 		$39K Hold
864
– – 0.01% 552
2020
Q4 		$32K Hold
864
– – 0.01% 550
2020
Q3 		$30K Hold
864
– – 0.01% 529
2020
Q2 		$24K Hold
864
– – 0.01% 569
2020
Q1 		$17K Hold
864
– – 0.01% 605
2019
Q4 		$23K Sell
864
-49
-5% -$1.27K 0.01% 645
2019
Q3 		$24K Sell
913
-713
-44% -$18.9K 0.01% 646
2019
Q2 		$42K Sell
1,626
-2,367
-59% -$73.8K 0.01% 538
2019
Q1 		$119K Buy
3,993
+2,882
+259% +$76K 0.04% 349
2018
Q4 		$28K Sell
1,111
-717
-39% -$19.6K 0.01% 580
2018
Q3 		$50K Sell
1,828
-1,386
-43% -$37K 0.01% 530
2018
Q2 		$76K Buy
3,214
+1,069
+50% +$23.6K 0.02% 446
2018
Q1 		$44K Buy
+2,145
New +$46.2K 0.01% 543

Other funds holding DELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Optimum Investment Advisors's DELL Position: Q3 2025 in Review

Optimum Investment Advisors held its Dell (DELL) position steady in Q3 2025 at 481 shares worth $68.2K. The position accounts for 0.03% of the portfolio, ranked #303.

Optimum Investment Advisors first reported a position in DELL in Q1 2018 and has held it in 31 quarters since. The position peaked at $119K in Q1 2019. 1,443 funds tracked by Wall St. Rank hold DELL as of Q3 2025.

  • Optimum Investment Advisors held 481 shares of Dell worth $68.2K as of Q3 2025.
  • Optimum Investment Advisors left its Dell share count unchanged in Q3 2025.
  • Dell made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #303 holding.
  • Optimum Investment Advisors first reported a position in Dell in Q1 2018 and has held it in 31 quarters since.
  • Optimum Investment Advisors's Dell position peaked at $119K in Q1 2019.
  • 1,443 funds tracked by Wall St. Rank held Dell as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.