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Sound View Wealth Advisors Group’s Dell DELL Stock Holding History

Sound View Wealth Advisors 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 		$576K Sell
1,336
-26
-2% -$7.52K 0.04% 264
2026
Q1 		$224K Buy
+1,362
New +$181K 0.02% 392

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

Sound View Wealth Advisors Group's DELL Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Dell (DELL) stake by 1.9% in Q2 2026, selling an estimated $7.52K and leaving 1,336 shares worth $576K. The position accounts for 0.04% of the portfolio, ranked #264.

Sound View Wealth Advisors Group first reported a position in DELL in Q1 2026 and has held it in 2 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Sound View Wealth Advisors Group held 1,336 shares of Dell worth $576K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 26 Dell shares in Q2 2026, an estimated $7.52K.
  • Dell made up 0.04% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #264 holding.
  • Sound View Wealth Advisors Group first reported a position in Dell in Q1 2026 and has held it in 2 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.