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Outlook Wealth Advisors’s Dell DELL Stock Holding History

Outlook Wealth 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
Q2 		– Sell
-3,391
Closed -$309K – 274
2025
Q1 		$309K Buy
3,391
+1
+0% +$106 0.09% 222
2024
Q4 		$391K Buy
3,390
+49
+1% +$6.15K 0.11% 180
2024
Q3 		$396K Sell
3,341
-112
-3% -$13K 0.11% 159
2024
Q2 		$476K Buy
+3,453
New +$463K 0.15% 136

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Outlook Wealth Advisors's DELL Position: Q2 2025 in Review

Outlook Wealth Advisors sold out of Dell (DELL) in Q2 2025, closing a stake of 3,391 shares — an estimated $309K sold.

Outlook Wealth Advisors first reported a position in DELL in Q2 2024 and held it in 4 quarters. The position peaked at $476K in Q2 2024. 1,358 funds tracked by Wall St. Rank hold DELL as of Q2 2025.

  • Outlook Wealth Advisors reported no remaining Dell position as of Q2 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 3,391 Dell shares in Q2 2025, an estimated $309K.
  • Outlook Wealth Advisors first reported a position in Dell in Q2 2024 and held it in 4 quarters.
  • Outlook Wealth Advisors's Dell position peaked at $476K in Q2 2024.
  • 1,358 funds tracked by Wall St. Rank held Dell as of Q2 2025.

Based on Outlook Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.