SFA
DELL icon

Sequoia Financial Advisors’s Dell DELL Stock Holding History

Sequoia Financial 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
2026
Q2 		$21.6M Buy
50,146
+2,176
+5% +$629K 0.11% 134
2026
Q1 		$7.87M Buy
47,970
+5,090
+12% +$678K 0.04% 239
2025
Q4 		$5.4M Buy
42,880
+42
+0.1% +$5.92K 0.03% 314
2025
Q3 		$6.07M Buy
42,838
+2,355
+6% +$306K 0.04% 273
2025
Q2 		$4.96M Buy
40,483
+5,434
+16% +$555K 0.03% 281
2025
Q1 		$3.19M Sell
35,049
-564
-2% -$59.7K 0.02% 346
2024
Q4 		$4.1M Buy
35,613
+1,469
+4% +$184K 0.04% 277
2024
Q3 		$4.05M Buy
34,144
+17,183
+101% +$2M 0.04% 240
2024
Q2 		$2.34M Buy
16,961
+3,446
+25% +$462K 0.03% 298
2024
Q1 		$1.54M Buy
13,515
+1,051
+8% +$98.1K 0.02% 378
2023
Q4 		$954K Buy
12,464
+8,543
+218% +$604K 0.01% 539
2023
Q3 		$270K Buy
3,921
+188
+5% +$11.2K ﹤0.01% 729
2023
Q2 		$202K Buy
+3,733
New +$172K ﹤0.01% 864
2017
Q2 		– Sell
-26,582
Closed -$478K – 286
2017
Q1 		$478K Sell
26,582
-6,777
-20% -$118K 0.06% 142
2016
Q4 		$515K Sell
33,359
-869
-3% -$12.5K 0.07% 133
2016
Q3 		$459K Buy
+34,228
New +$465K 0.09% 123

Other funds holding DELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sequoia Financial Advisors's DELL Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Dell (DELL) stake by 4.5% in Q2 2026, buying an estimated $629K and bringing the position to 50,146 shares worth $21.6M. The position accounts for 0.11% of the portfolio, ranked #134.

Sequoia Financial Advisors first reported a position in DELL in Q3 2016 and has held it in 16 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Sequoia Financial Advisors held 50,146 shares of Dell worth $21.6M as of Q2 2026.
  • Sequoia Financial Advisors bought 2,176 Dell shares in Q2 2026, an estimated $629K.
  • Dell made up 0.11% of Sequoia Financial Advisors's portfolio in Q2 2026, its #134 holding.
  • Sequoia Financial Advisors first reported a position in Dell in Q3 2016 and has held it in 16 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.