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Visionary Wealth Advisors’s Dell DELL Stock Holding History

Visionary Wealth 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 		$3.09M Sell
7,169
-754
-10% -$218K 0.12% 166
2026
Q1 		$1.3M Sell
7,923
-71
-0.9% -$9.46K 0.06% 236
2025
Q4 		$1.01M Sell
7,994
-943
-11% -$133K 0.05% 275
2025
Q3 		$1.27M Buy
8,937
+54
+0.6% +$7.01K 0.06% 245
2025
Q2 		$1.09M Buy
8,883
+1,446
+19% +$148K 0.06% 262
2025
Q1 		$678K Buy
7,437
+4,967
+201% +$525K 0.04% 304
2024
Q4 		$285K Buy
2,470
+704
+40% +$88.3K 0.02% 449
2024
Q3 		$209K Buy
+1,766
New +$206K 0.01% 509

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

Visionary Wealth Advisors's DELL Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Dell (DELL) stake by 9.5% in Q2 2026, selling an estimated $218K and leaving 7,169 shares worth $3.09M. The position accounts for 0.12% of the portfolio, ranked #166.

Visionary Wealth Advisors first reported a position in DELL in Q3 2024 and has held it in 8 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Visionary Wealth Advisors held 7,169 shares of Dell worth $3.09M as of Q2 2026.
  • Visionary Wealth Advisors sold 754 Dell shares in Q2 2026, an estimated $218K.
  • Dell made up 0.12% of Visionary Wealth Advisors's portfolio in Q2 2026, its #166 holding.
  • Visionary Wealth Advisors first reported a position in Dell in Q3 2024 and has held it in 8 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.