SageView Advisory Group’s Dell DELL Stock Holding History

SageView Advisory Group’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	$207K	Buy	+480	New	+$139K	0.01%	601
2026 Q1	–	Sell	-443	Closed	-$55.8K	–	1049
2025 Q4	$55.8K	Buy	+443	New	+$62.4K	﹤0.01%	1029
2024 Q3	–	Sell	-1,819	Closed	-$251K	–	521
2024 Q2	$251K	Buy	+1,819	New	+$244K	0.01%	484

Other funds holding DELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SageView Advisory Group's DELL Position: Q2 2026 in Review

SageView Advisory Group opened a new position in Dell (DELL) in Q2 2026: 480 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in DELL as recently as Q4 2025.

SageView Advisory Group first reported a position in DELL in Q2 2024 and has held it in 3 quarters since. The position peaked at $251K in Q2 2024. 2,128 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

SageView Advisory Group held 480 shares of Dell worth $207K as of Q2 2026.
Dell was a new SageView Advisory Group position in Q2 2026.
Dell made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #601 holding.
SageView Advisory Group first reported a position in Dell in Q2 2024 and has held it in 3 quarters since.
SageView Advisory Group's Dell position peaked at $251K in Q2 2024.
2,128 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.