Aprio Wealth Management’s Dell DELL Stock Holding History

Aprio 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	$1.33M	Buy	3,072 +773	+34%	+$224K	0.07%	191
2026 Q1	$377K	Buy	2,299 +462	+25%	+$61.6K	0.02%	430
2025 Q4	$231K	Buy	1,837 +361	+24%	+$50.9K	0.01%	496
2025 Q3	$209K	Buy	+1,476	New	+$192K	0.02%	414
2024 Q3	–	Sell	-1,610	Closed	-$222K	–	291
2024 Q2	$222K	Sell	1,610 -164	-9%	-$22K	0.04%	226
2024 Q1	$202K	Buy	+1,774	New	+$166K	0.04%	224

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

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

Aprio Wealth Management increased its Dell (DELL) stake by 34% in Q2 2026, buying an estimated $224K and bringing the position to 3,072 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #191.

Aprio Wealth Management first reported a position in DELL in Q1 2024 and has held it in 6 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Aprio Wealth Management held 3,072 shares of Dell worth $1.33M as of Q2 2026.
Aprio Wealth Management bought 773 Dell shares in Q2 2026, an estimated $224K.
Dell made up 0.07% of Aprio Wealth Management's portfolio in Q2 2026, its #191 holding.
Aprio Wealth Management first reported a position in Dell in Q1 2024 and has held it in 6 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

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