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Birch Financial Group’s Dell DELL Stock Holding History

Birch Financial Group’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 		$403K Buy
+935
New +$270K 0.21% 86

Other funds holding DELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Birch Financial Group's DELL Position: Q2 2026 in Review

Birch Financial Group opened a new position in Dell (DELL) in Q2 2026: 935 shares worth $403K. The stake represents 0.21% of the portfolio and ranks #86 among its holdings.

1,317 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Birch Financial Group held 935 shares of Dell worth $403K as of Q2 2026.
  • Dell was a new Birch Financial Group position in Q2 2026.
  • Dell made up 0.21% of Birch Financial Group's portfolio in Q2 2026, its #86 holding.
  • 1,317 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.