Superior Planning, LLC’s Dell DELL Stock Holding History

Superior Planning, 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 Q3	$30.1K	Buy	+56	New	+$26.3K	0.01%	539

Other funds holding DELL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Superior Planning, LLC's DELL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Dell (DELL) in Q3 2026: 56 shares worth $30.1K. The stake represents 0.01% of the portfolio and ranks #539 among its holdings.

1,775 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

Superior Planning, LLC held 56 shares of Dell worth $30.1K as of Q3 2026.
Dell was a new Superior Planning, LLC position in Q3 2026.
Dell made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #539 holding.
1,775 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.