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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
2018
Q3 		– Sell
-2,138
Closed -$1K – 1044
2018
Q2 		$1K Buy
+2,138
New +$47.2K ﹤0.01% 1027

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.