AWE
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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
Q1 		$115K Buy
+700
New +$93.3K ﹤0.01% 662

Other funds holding DELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Avidian Wealth Enterprises's DELL Position: Q1 2026 in Review

Avidian Wealth Enterprises opened a new position in Dell (DELL) in Q1 2026: 1,161 shares worth $190K. The stake represents 0.01% of the portfolio and ranks #653 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in DELL as recently as Q3 2024.

Avidian Wealth Enterprises first reported a position in DELL in Q3 2024 and has held it in 2 quarters since. The position peaked at $283K in Q3 2024. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • Avidian Wealth Enterprises held 1,161 shares of Dell worth $190K as of Q1 2026.
  • Dell was a new Avidian Wealth Enterprises position in Q1 2026.
  • Dell made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #653 holding.
  • Avidian Wealth Enterprises first reported a position in Dell in Q3 2024 and has held it in 2 quarters since.
  • Avidian Wealth Enterprises's Dell position peaked at $283K in Q3 2024.
  • 1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.