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Strategic Investment Advisors’s Dell DELL Stock Holding History

Strategic 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
Q2 		– Sell
-6,874
Closed -$627K – 239
2025
Q1 		$627K Sell
6,874
-4,146
-38% -$439K 0.07% 140
2024
Q4 		$1.27M Sell
11,020
-1,325
-11% -$166K 0.13% 89
2024
Q3 		$1.46M Sell
12,345
-252
-2% -$29.4K 0.16% 85
2024
Q2 		$1.74M Sell
12,597
-178
-1% -$23.9K 0.21% 69
2024
Q1 		$1.46M Sell
12,775
-1,387
-10% -$129K 0.19% 79
2023
Q4 		$1.08M Sell
14,162
-1,296
-8% -$91.6K 0.16% 88
2023
Q3 		$1.07M Sell
15,458
-2,022
-12% -$120K 0.18% 87
2023
Q2 		$946K Buy
+17,480
New +$804K 0.13% 75

Other funds holding DELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strategic Investment Advisors's DELL Position: Q2 2025 in Review

Strategic Investment Advisors sold out of Dell (DELL) in Q2 2025, closing a stake of 6,874 shares — an estimated $627K sold.

Strategic Investment Advisors first reported a position in DELL in Q2 2023 and held it in 8 quarters. The position peaked at $1.74M in Q2 2024. 1,358 funds tracked by Wall St. Rank hold DELL as of Q2 2025.

  • Strategic Investment Advisors reported no remaining Dell position as of Q2 2025 after selling out during the quarter.
  • Strategic Investment Advisors sold 6,874 Dell shares in Q2 2025, an estimated $627K.
  • Strategic Investment Advisors first reported a position in Dell in Q2 2023 and held it in 8 quarters.
  • Strategic Investment Advisors's Dell position peaked at $1.74M in Q2 2024.
  • 1,358 funds tracked by Wall St. Rank held Dell as of Q2 2025.

Based on Strategic Investment Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.