United Capital Financial Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.29M | Buy |
14,571
+1,207
| +9% | +$349K | 0.03% | 331 |
|
|
2026
Q1 | $2.19M | Buy |
13,364
+332
| +3% | +$44.2K | 0.01% | 530 |
|
|
2025
Q4 | $1.64M | Buy |
13,032
+2,191
| +20% | +$309K | 0.01% | 588 |
|
|
2025
Q3 | $1.54M | Buy |
10,841
+920
| +9% | +$119K | 0.01% | 528 |
|
|
2025
Q2 | $1.22M | Buy |
9,921
+3,054
| +44% | +$312K | 0.01% | 538 |
|
|
2025
Q1 | $626K | Buy |
6,867
+1,879
| +38% | +$199K | 0.01% | 686 |
|
|
2024
Q4 | $575K | Buy |
4,988
+486
| +11% | +$61K | ﹤0.01% | 693 |
|
|
2024
Q3 | $534K | Buy |
4,502
+889
| +25% | +$104K | ﹤0.01% | 709 |
|
|
2024
Q2 | $498K | Sell |
3,613
-360
| -9% | -$48.3K | ﹤0.01% | 717 |
|
|
2024
Q1 | $453K | Sell |
3,973
-100
| -2% | -$9.33K | ﹤0.01% | 758 |
|
|
2023
Q4 | $312K | Sell |
4,073
-1,263
| -24% | -$89.3K | ﹤0.01% | 852 |
|
|
2023
Q3 | $368K | Buy |
+5,336
| New | +$318K | ﹤0.01% | 697 |
|
|
2022
Q4 | – | Sell |
-6,882
| Closed | -$235K | – | 1058 |
|
|
2022
Q3 | $235K | Sell |
6,882
-988
| -13% | -$41.6K | ﹤0.01% | 972 |
|
|
2022
Q2 | $364K | Sell |
7,870
-2,050
| -21% | -$96.8K | ﹤0.01% | 885 |
|
|
2022
Q1 | $498K | Sell |
9,920
-108
| -1% | -$6.03K | ﹤0.01% | 834 |
|
|
2021
Q4 | $563K | Sell |
10,028
-1,092
| -10% | -$60.9K | ﹤0.01% | 827 |
|
|
2021
Q3 | $586K | Buy |
11,120
+3,265
| +42% | +$163K | ﹤0.01% | 817 |
|
|
2021
Q2 | $397K | Sell |
7,855
-27
| -0.3% | -$1.35K | ﹤0.01% | 935 |
|
|
2021
Q1 | $352K | Buy |
7,882
+41
| +0.5% | +$1.68K | ﹤0.01% | 947 |
|
|
2020
Q4 | $291K | Sell |
7,841
-17,455
| -69% | -$608K | ﹤0.01% | 1011 |
|
|
2020
Q3 | $868K | Buy |
+25,296
| New | +$789K | 0.01% | 696 |
|
|
2019
Q3 | – | Sell |
-10,058
| Closed | -$259K | – | 1355 |
|
|
2019
Q2 | $259K | Sell |
10,058
-95
| -0.9% | -$2.96K | ﹤0.01% | 1271 |
|
|
2019
Q1 | $302K | Buy |
+10,153
| New | +$268K | ﹤0.01% | 1121 |
|
|
2018
Q4 | – | Sell |
-8,495
| Closed | -$232K | – | 1301 |
|
|
2018
Q3 | $232K | Buy |
8,495
+39
| +0.5% | +$1.04K | ﹤0.01% | 1202 |
|
|
2018
Q2 | $201K | Sell |
8,456
-3,912
| -32% | -$86.5K | ﹤0.01% | 1225 |
|
|
2018
Q1 | $254K | Sell |
12,368
-3,089
| -20% | -$66.6K | ﹤0.01% | 1148 |
|
|
2017
Q4 | $352K | Sell |
15,457
-303
| -2% | -$6.87K | ﹤0.01% | 1060 |
|
|
2017
Q3 | $341K | Sell |
15,760
-766
| -5% | -$14.8K | ﹤0.01% | 1068 |
|
|
2017
Q2 | $283K | Sell |
16,526
-3,963
| -19% | -$72.6K | ﹤0.01% | 1091 |
|
|
2017
Q1 | $368K | Sell |
20,489
-16,273
| -44% | -$284K | ﹤0.01% | 985 |
|
|
2016
Q4 | $567K | Sell |
36,762
-3,046
| -8% | -$43.7K | 0.01% | 905 |
|
|
2016
Q3 | $534K | Buy |
+39,808
| New | +$541K | 0.01% | 949 |
|
Other funds holding DELL
United Capital Financial Advisors's DELL Position: Q2 2026 in Review
United Capital Financial Advisors increased its Dell (DELL) stake by 9% in Q2 2026, buying an estimated $349K and bringing the position to 14,571 shares worth $6.29M. The position accounts for 0.03% of the portfolio, ranked #331.
United Capital Financial Advisors first reported a position in DELL in Q3 2016 and has held it in 32 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.
- United Capital Financial Advisors held 14,571 shares of Dell worth $6.29M as of Q2 2026.
- United Capital Financial Advisors bought 1,207 Dell shares in Q2 2026, an estimated $349K.
- Dell made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #331 holding.
- United Capital Financial Advisors first reported a position in Dell in Q3 2016 and has held it in 32 quarters since.
- 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.