Sheaff Brock Investment Advisors’s Dell DELL Stock Holding History

Sheaff Brock Investment 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 Q1	$6.89M	Buy	75,617 +663	+0.9%	+$70.1K	0.63%	50
2024 Q4	$8.64M	Sell	74,954 -2,549	-3%	-$320K	0.75%	33
2024 Q3	$9.19M	Buy	77,503 +70,246	+968%	+$8.18M	0.8%	28
2024 Q2	$1M	Buy	+7,257	New	+$973K	0.09%	167
2020 Q3	–	Sell	-24,029	Closed	-$669K	–	471
2020 Q2	$669K	Sell	24,029 -395	-2%	-$8.88K	0.07%	189
2020 Q1	$490K	Hold	24,424	–	–	0.06%	194
2019 Q4	$636K	Buy	+24,424	New	+$635K	0.06%	212

Other funds holding DELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sheaff Brock Investment Advisors's DELL Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Dell (DELL) stake by 0.88% in Q1 2025, buying an estimated $70.1K and bringing the position to 75,617 shares worth $6.89M. The position accounts for 0.63% of the portfolio, ranked #50.

Sheaff Brock Investment Advisors first reported a position in DELL in Q4 2019 and has held it in 7 quarters since. The position peaked at $9.19M in Q3 2024. 1,272 funds tracked by Wall St. Rank hold DELL as of Q1 2025.

Sheaff Brock Investment Advisors held 75,617 shares of Dell worth $6.89M as of Q1 2025.
Sheaff Brock Investment Advisors bought 663 Dell shares in Q1 2025, an estimated $70.1K.
Dell made up 0.63% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #50 holding.
Sheaff Brock Investment Advisors first reported a position in Dell in Q4 2019 and has held it in 7 quarters since.
Sheaff Brock Investment Advisors's Dell position peaked at $9.19M in Q3 2024.
1,272 funds tracked by Wall St. Rank held Dell as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.