Optivise Advisory Services’s Dell DELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$677K Sell
1,258
-496
-28% -$233K 0.33% 82
2026
Q2
$757K Buy
+1,754
New +$507K 0.38% 73
2026
Q1
– Sell
-1,784
Closed -$225K – 195
2025
Q4
$225K Buy
1,784
+328
+23% +$46.2K 0.13% 172
2025
Q3
$206K Buy
+1,456
New +$189K 0.12% 185

Other funds holding DELL

Optivise Advisory Services's DELL Position: Q3 2026 in Review

Optivise Advisory Services reduced its Dell (DELL) stake by 28% in Q3 2026, selling an estimated $233K and leaving 1,258 shares worth $677K. The position accounts for 0.33% of the portfolio, ranked #82.

Optivise Advisory Services first reported a position in DELL in Q3 2025 and has held it in 4 quarters since. The position peaked at $757K in Q2 2026. 923 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Optivise Advisory Services held 1,258 shares of Dell worth $677K as of Q3 2026.
  • Optivise Advisory Services sold 496 Dell shares in Q3 2026, an estimated $233K.
  • Dell made up 0.33% of Optivise Advisory Services's portfolio in Q3 2026, its #82 holding.
  • Optivise Advisory Services first reported a position in Dell in Q3 2025 and has held it in 4 quarters since.
  • Optivise Advisory Services's Dell position peaked at $757K in Q2 2026.
  • 923 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.