180 Wealth Advisors’s Dell DELL Stock Holding History

180 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	$1.08M	Sell	2,501 -84	-3%	-$24.3K	0.11%	193
2026 Q1	$424K	Buy	2,585 +539	+26%	+$71.8K	0.05%	301
2025 Q4	$258K	Buy	2,046 +435	+27%	+$61.3K	0.03%	395
2025 Q3	$228K	Sell	1,611 -77	-5%	-$9.99K	0.03%	409
2025 Q2	$207K	Buy	+1,688	New	+$173K	0.03%	393

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 $3.37T AUM 44.26% 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

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

180 Wealth Advisors reduced its Dell (DELL) stake by 3.2% in Q2 2026, selling an estimated $24.3K and leaving 2,501 shares worth $1.08M. The position accounts for 0.11% of the portfolio, ranked #193.

180 Wealth Advisors first reported a position in DELL in Q2 2025 and has held it in 5 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

180 Wealth Advisors held 2,501 shares of Dell worth $1.08M as of Q2 2026.
180 Wealth Advisors sold 84 Dell shares in Q2 2026, an estimated $24.3K.
Dell made up 0.11% of 180 Wealth Advisors's portfolio in Q2 2026, its #193 holding.
180 Wealth Advisors first reported a position in Dell in Q2 2025 and has held it in 5 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.