Ameliora Wealth Management’s Dell DELL Stock Holding History

Ameliora 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
2026 Q2	$207K	Sell	479 -581	-55%	-$168K	0.06%	106
2026 Q1	$174K	Hold	1,060	–	–	0.06%	105
2025 Q4	$133K	Hold	1,060	–	–	0.04%	116
2025 Q3	$150K	Hold	1,060	–	–	0.05%	114
2025 Q2	$130K	Hold	1,060	–	–	0.05%	124
2025 Q1	$96.6K	Sell	1,060 -940	-47%	-$99.4K	0.04%	137
2024 Q4	$230K	Sell	2,000 -100	-5%	-$12.5K	0.09%	93
2024 Q3	$249K	Buy	2,100 +100	+5%	+$11.6K	0.1%	76
2024 Q2	$276K	Hold	2,000	–	–	0.13%	73
2024 Q1	$228K	Buy	+2,000	New	+$187K	0.1%	81

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

Ameliora Wealth Management's DELL Position: Q2 2026 in Review

Ameliora Wealth Management reduced its Dell (DELL) stake by 55% in Q2 2026, selling an estimated $168K and leaving 479 shares worth $207K. The position accounts for 0.06% of the portfolio, ranked #106.

Ameliora Wealth Management first reported a position in DELL in Q1 2024 and has held it in 10 quarters since. The position peaked at $276K in Q2 2024. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Ameliora Wealth Management held 479 shares of Dell worth $207K as of Q2 2026.
Ameliora Wealth Management sold 581 Dell shares in Q2 2026, an estimated $168K.
Dell made up 0.06% of Ameliora Wealth Management's portfolio in Q2 2026, its #106 holding.
Ameliora Wealth Management first reported a position in Dell in Q1 2024 and has held it in 10 quarters since.
Ameliora Wealth Management's Dell position peaked at $276K in Q2 2024.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.