Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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

Amplius Wealth Advisors opened a new position in Dell (DELL) in Q2 2026: 1,010 shares worth $436K. The stake represents 0.03% of the portfolio and ranks #139 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in DELL as recently as Q2 2025.

Amplius Wealth Advisors first reported a position in DELL in Q4 2021 and has held it in 7 quarters since. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Amplius Wealth Advisors held 1,010 shares of Dell worth $436K as of Q2 2026.
  • Dell was a new Amplius Wealth Advisors position in Q2 2026.
  • Dell made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • Amplius Wealth Advisors first reported a position in Dell in Q4 2021 and has held it in 7 quarters since.
  • 2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.