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
2026 Q2	$212K	Buy	+492	New	+$142K	0.01%	308
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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Strategic Investment Advisors's DELL Position: Q2 2026 in Review

Strategic Investment Advisors opened a new position in Dell (DELL) in Q2 2026: 492 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in DELL as recently as Q1 2025.

Strategic Investment Advisors first reported a position in DELL in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.74M in Q2 2024. 2,138 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Strategic Investment Advisors held 492 shares of Dell worth $212K as of Q2 2026.
Dell was a new Strategic Investment Advisors position in Q2 2026.
Dell made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #308 holding.
Strategic Investment Advisors first reported a position in Dell in Q2 2023 and has held it in 9 quarters since.
Strategic Investment Advisors's Dell position peaked at $1.74M in Q2 2024.
2,138 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.