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1858 Wealth Management’s Dell DELL Stock Holding History

1858 Wealth Management’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
2025
Q3 		$649K Hold
4,577
– – 0.46% 48
2025
Q2 		$561K Buy
4,577
+1,603
+54% +$164K 0.41% 52
2025
Q1 		$271K Sell
2,974
-10,599
-78% -$1.12M 0.23% 87
2024
Q4 		$1.56M Buy
13,573
+9,911
+271% +$1.24M 1.24% 23
2024
Q3 		$434K Buy
+3,662
New +$427K 0.36% 69

Other funds holding DELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1858 Wealth Management's DELL Position: Q3 2025 in Review

1858 Wealth Management held its Dell (DELL) position steady in Q3 2025 at 4,577 shares worth $649K. The position accounts for 0.46% of the portfolio, ranked #48.

1858 Wealth Management first reported a position in DELL in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.56M in Q4 2024. 1,443 funds tracked by Wall St. Rank hold DELL as of Q3 2025.

  • 1858 Wealth Management held 4,577 shares of Dell worth $649K as of Q3 2025.
  • 1858 Wealth Management left its Dell share count unchanged in Q3 2025.
  • Dell made up 0.46% of 1858 Wealth Management's portfolio in Q3 2025, its #48 holding.
  • 1858 Wealth Management first reported a position in Dell in Q3 2024 and has held it in 5 quarters since.
  • 1858 Wealth Management's Dell position peaked at $1.56M in Q4 2024.
  • 1,443 funds tracked by Wall St. Rank held Dell as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.