Balboa Wealth Partners’s Dell DELL Stock Holding History

Balboa Wealth 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	$1.46M	Buy	3,383 +1,032	+44%	+$298K	0.2%	88
2026 Q1	$386K	Sell	2,351 -806	-26%	-$107K	0.06%	248
2025 Q4	$397K	Buy	3,157 +1,212	+62%	+$171K	0.07%	231
2025 Q3	$276K	Buy	+1,945	New	+$252K	0.05%	288

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

Balboa Wealth Partners's DELL Position: Q2 2026 in Review

Balboa Wealth Partners increased its Dell (DELL) stake by 44% in Q2 2026, buying an estimated $298K and bringing the position to 3,383 shares worth $1.46M. The position accounts for 0.2% of the portfolio, ranked #88.

Balboa Wealth Partners first reported a position in DELL in Q3 2025 and has held it in 4 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Balboa Wealth Partners held 3,383 shares of Dell worth $1.46M as of Q2 2026.
Balboa Wealth Partners bought 1,032 Dell shares in Q2 2026, an estimated $298K.
Dell made up 0.2% of Balboa Wealth Partners's portfolio in Q2 2026, its #88 holding.
Balboa Wealth Partners first reported a position in Dell in Q3 2025 and has held it in 4 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.