AWE
DELL icon

Avidian Wealth Enterprises’s Dell DELL Stock Holding History

Avidian Wealth Enterprises’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 		$705K Buy
1,635
+474
+41% +$137K 0.02% 399
2026
Q1 		$190K Buy
+1,161
New +$155K 0.01% 653
2024
Q4 		– Sell
-2,390
Closed -$283K – 516
2024
Q3 		$283K Buy
+2,390
New +$278K 0.01% 407

Other funds holding DELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avidian Wealth Enterprises's DELL Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Dell (DELL) stake by 41% in Q2 2026, buying an estimated $137K and bringing the position to 1,635 shares worth $705K. The position accounts for 0.02% of the portfolio, ranked #399.

Avidian Wealth Enterprises first reported a position in DELL in Q3 2024 and has held it in 3 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Avidian Wealth Enterprises held 1,635 shares of Dell worth $705K as of Q2 2026.
  • Avidian Wealth Enterprises bought 474 Dell shares in Q2 2026, an estimated $137K.
  • Dell made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #399 holding.
  • Avidian Wealth Enterprises first reported a position in Dell in Q3 2024 and has held it in 3 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

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