Avantax Planning Partners’s Dell DELL Stock Holding History

Avantax Planning Partners’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	$1.69M	Sell	3,919 -391	-9%	-$113K	0.04%	156
2026 Q1	$707K	Buy	4,310 +1,169	+37%	+$156K	0.02%	234
2025 Q4	$395K	Buy	3,141 +295	+10%	+$41.6K	0.01%	310
2025 Q3	$403K	Buy	2,846 +120	+4%	+$15.6K	0.01%	304
2025 Q2	$334K	Buy	2,726 +293	+12%	+$29.9K	0.01%	335
2025 Q1	$222K	Buy	+2,433	New	+$257K	0.01%	390
2018 Q4	–	Sell	-5,591	Closed	-$152K	–	490
2018 Q3	$152K	Buy	+5,591	New	+$149K	0.01%	271
2018 Q2	–	Sell	-4,867	Closed	-$100K	–	519
2018 Q1	$100K	Buy	+4,867	New	+$105K	0.01%	406
2017 Q4	–	Sell	-11,659	Closed	-$253K	–	324
2017 Q3	$253K	Sell	11,659 -431	-4%	-$8.3K	0.02%	317
2017 Q2	$207K	Sell	12,090 -403	-3%	-$7.38K	0.02%	322
2017 Q1	$225K	Sell	12,493 -491	-4%	-$8.57K	0.02%	295
2016 Q4	$200K	Buy	+12,984	New	+$186K	0.02%	297

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

Avantax Planning Partners's DELL Position: Q2 2026 in Review

Avantax Planning Partners reduced its Dell (DELL) stake by 9.1% in Q2 2026, selling an estimated $113K and leaving 3,919 shares worth $1.69M. The position accounts for 0.04% of the portfolio, ranked #156.

Avantax Planning Partners first reported a position in DELL in Q4 2016 and has held it in 12 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Avantax Planning Partners held 3,919 shares of Dell worth $1.69M as of Q2 2026.
Avantax Planning Partners sold 391 Dell shares in Q2 2026, an estimated $113K.
Dell made up 0.04% of Avantax Planning Partners's portfolio in Q2 2026, its #156 holding.
Avantax Planning Partners first reported a position in Dell in Q4 2016 and has held it in 12 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.