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Advus Financial Partners, LLC’s Dell DELL Stock Holding History

Advus Financial Partners, LLC’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 		$356K Buy
+825
New +$239K 0.08% 177
2024
Q4 		– Sell
-1,829
Closed -$217K – 223
2024
Q3 		$217K Sell
1,829
-21
-1% -$2.45K 0.06% 211
2024
Q2 		$255K Hold
1,850
– – 0.08% 165
2024
Q1 		$211K Buy
+1,850
New +$173K 0.07% 191

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

Advus Financial Partners, LLC's DELL Position: Q2 2026 in Review

Advus Financial Partners, LLC opened a new position in Dell (DELL) in Q2 2026: 825 shares worth $356K. The stake represents 0.08% of the portfolio and ranks #177 among its holdings. This is a return to the name: Advus Financial Partners, LLC previously reported a position in DELL as recently as Q3 2024.

Advus Financial Partners, LLC first reported a position in DELL in Q1 2024 and has held it in 4 quarters since. 2,128 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Advus Financial Partners, LLC held 825 shares of Dell worth $356K as of Q2 2026.
  • Dell was a new Advus Financial Partners, LLC position in Q2 2026.
  • Dell made up 0.08% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #177 holding.
  • Advus Financial Partners, LLC first reported a position in Dell in Q1 2024 and has held it in 4 quarters since.
  • 2,128 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.