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Cardinal Point Capital Management’s Dell DELL Stock Holding History

Cardinal Point Capital Management’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 		$551K Sell
1,277
-23
-2% -$6.65K 0.03% 179
2026
Q1 		$213K Sell
1,300
-400
-24% -$53.3K 0.01% 278
2025
Q4 		$214K Buy
+1,700
New +$239K 0.01% 248

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

Cardinal Point Capital Management's DELL Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Dell (DELL) stake by 1.8% in Q2 2026, selling an estimated $6.65K and leaving 1,277 shares worth $551K. The position accounts for 0.03% of the portfolio, ranked #179.

Cardinal Point Capital Management first reported a position in DELL in Q4 2025 and has held it in 3 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Cardinal Point Capital Management held 1,277 shares of Dell worth $551K as of Q2 2026.
  • Cardinal Point Capital Management sold 23 Dell shares in Q2 2026, an estimated $6.65K.
  • Dell made up 0.03% of Cardinal Point Capital Management's portfolio in Q2 2026, its #179 holding.
  • Cardinal Point Capital Management first reported a position in Dell in Q4 2025 and has held it in 3 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.