Amplius Wealth Advisors’s Dell DELL Stock Holding History

Amplius 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 Q3	$619K	Buy	1,150 +140	+14%	+$65.8K	0.04%	121
2026 Q2	$436K	Buy	+1,010	New	+$292K	0.03%	139
2025 Q3	–	Sell	-2,059	Closed	-$252K	–	184
2025 Q2	$252K	Buy	+2,059	New	+$210K	0.02%	178
2025 Q1	–	Sell	-2,214	Closed	-$255K	–	187
2024 Q4	$255K	Sell	2,214 -93	-4%	-$11.7K	0.03%	152
2024 Q3	$273K	Sell	2,307 -60	-3%	-$6.99K	0.03%	139
2024 Q2	$326K	Buy	2,367 +66	+3%	+$8.85K	0.04%	123
2024 Q1	$263K	Buy	+2,301	New	+$215K	0.03%	144
2022 Q1	–	Sell	-2,302	Closed	-$129K	–	343
2021 Q4	$129K	Buy	+2,302	New	+$128K	0.02%	219

Other funds holding DELL

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 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

Amplius Wealth Advisors's DELL Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Dell (DELL) stake by 14% in Q3 2026, buying an estimated $65.8K and bringing the position to 1,150 shares worth $619K. The position accounts for 0.04% of the portfolio, ranked #121.

Amplius Wealth Advisors first reported a position in DELL in Q4 2021 and has held it in 8 quarters since. 1,909 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

Amplius Wealth Advisors held 1,150 shares of Dell worth $619K as of Q3 2026.
Amplius Wealth Advisors bought 140 Dell shares in Q3 2026, an estimated $65.8K.
Dell made up 0.04% of Amplius Wealth Advisors's portfolio in Q3 2026, its #121 holding.
Amplius Wealth Advisors first reported a position in Dell in Q4 2021 and has held it in 8 quarters since.
1,909 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.