RA
DELL icon

Rise Advisors’s Dell DELL Stock Holding History

Rise 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
Q4 		– Sell
-227
Closed -$32.2K – 456
2025
Q3 		$32.2K Buy
227
+12
+6% +$1.56K 0.01% 360
2025
Q2 		$26.4K Buy
215
+4
+2% +$409 0.01% 398
2025
Q1 		$19.2K Buy
211
+207
+5,175% +$21.9K 0.01% 515
2024
Q4 		$461 Buy
+4
New +$502 ﹤0.01% 1101
2024
Q1 		– Sell
-454
Closed -$34.7K – 1270
2023
Q4 		$34.7K Buy
454
+97
+27% +$6.86K 0.02% 200
2023
Q3 		$24.6K Buy
357
+238
+200% +$14.2K 0.02% 208
2023
Q2 		$6.43K Buy
119
+1
+0.8% +$46 0.01% 397
2023
Q1 		$4.74K Buy
+118
New +$4.75K ﹤0.01% 454

Other funds holding DELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Rise Advisors's DELL Position: Q4 2025 in Review

Rise Advisors sold out of Dell (DELL) in Q4 2025, closing a stake of 227 shares — an estimated $32.2K sold.

Rise Advisors first reported a position in DELL in Q1 2023 and held it in 8 quarters. The position peaked at $34.7K in Q4 2023. 1,516 funds tracked by Wall St. Rank hold DELL as of Q4 2025.

  • Rise Advisors reported no remaining Dell position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 227 Dell shares in Q4 2025, an estimated $32.2K.
  • Rise Advisors first reported a position in Dell in Q1 2023 and held it in 8 quarters.
  • Rise Advisors's Dell position peaked at $34.7K in Q4 2023.
  • 1,516 funds tracked by Wall St. Rank held Dell as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.