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Beverly Hills Private Wealth’s Dell DELL Stock Holding History

Beverly Hills Private Wealth’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 		$2.5M Sell
5,790
-3,426
-37% -$991K 0.48% 61
2026
Q1 		$1.51M Buy
9,216
+1,350
+17% +$180K 0.25% 105
2025
Q4 		$990K Buy
7,866
+3,741
+91% +$527K 0.17% 127
2025
Q3 		$585K Buy
4,125
+491
+14% +$63.7K 0.1% 165
2025
Q2 		$446K Buy
3,634
+362
+11% +$37K 0.08% 192
2025
Q1 		$298K Sell
3,272
-1,840
-36% -$195K 0.06% 267
2024
Q4 		$589K Buy
5,112
+1,652
+48% +$207K 0.12% 154
2024
Q3 		$410K Sell
3,460
-729
-17% -$84.9K 0.08% 212
2024
Q2 		$578K Sell
4,189
-407
-9% -$54.6K 0.13% 169
2024
Q1 		$524K Sell
4,596
-299
-6% -$27.9K 0.12% 186
2023
Q4 		$374K Sell
4,895
-211
-4% -$14.9K 0.1% 217
2023
Q3 		$352K Sell
5,106
-5,501
-52% -$328K 0.1% 207
2023
Q2 		$565K Buy
10,607
+5,326
+101% +$245K 0.09% 217
2023
Q1 		$212K Buy
+5,281
New +$213K 0.07% 254

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

Beverly Hills Private Wealth's DELL Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Dell (DELL) stake by 37% in Q2 2026, selling an estimated $991K and leaving 5,790 shares worth $2.5M. The position accounts for 0.48% of the portfolio, ranked #61.

Beverly Hills Private Wealth first reported a position in DELL in Q1 2023 and has held it in 14 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Beverly Hills Private Wealth held 5,790 shares of Dell worth $2.5M as of Q2 2026.
  • Beverly Hills Private Wealth sold 3,426 Dell shares in Q2 2026, an estimated $991K.
  • Dell made up 0.48% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #61 holding.
  • Beverly Hills Private Wealth first reported a position in Dell in Q1 2023 and has held it in 14 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.