Optivise Advisory Services’s Dell DELL Stock Holding History

Optivise Advisory Services’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	$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

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

AHB

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

Optivise Advisory Services's DELL Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in Dell (DELL) in Q2 2026: 1,754 shares worth $757K. The stake represents 0.38% of the portfolio and ranks #73 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in DELL as recently as Q4 2025.

Optivise Advisory Services first reported a position in DELL in Q3 2025 and has held it in 3 quarters since. 699 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Optivise Advisory Services held 1,754 shares of Dell worth $757K as of Q2 2026.
Dell was a new Optivise Advisory Services position in Q2 2026.
Dell made up 0.38% of Optivise Advisory Services's portfolio in Q2 2026, its #73 holding.
Optivise Advisory Services first reported a position in Dell in Q3 2025 and has held it in 3 quarters since.
699 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.