Center for Financial Planning’s Dell DELL Stock Holding History

Center for Financial Planning’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	$161K	Hold	373	–	–	0.02%	193
2026 Q1	$61.2K	Buy	373 +28	+8%	+$3.73K	0.01%	280
2025 Q4	$43.4K	Hold	345	–	–	﹤0.01%	315
2025 Q3	$48.9K	Hold	345	–	–	0.01%	308
2025 Q2	$42.3K	Hold	345	–	–	﹤0.01%	315
2025 Q1	$31.4K	Hold	345	–	–	﹤0.01%	339
2024 Q4	$39.8K	Buy	345 +111	+47%	+$13.9K	0.01%	293
2024 Q3	$27.7K	Sell	234 -250	-52%	-$29.1K	﹤0.01%	308
2024 Q2	$66.7K	Hold	484	–	–	0.01%	209
2024 Q1	$55.2K	Buy	484 +176	+57%	+$16.4K	0.01%	224
2023 Q4	$23.6K	Hold	308	–	–	﹤0.01%	297
2023 Q3	$21.2K	Hold	308	–	–	﹤0.01%	299
2023 Q2	$16.7K	Hold	308	–	–	﹤0.01%	330
2023 Q1	$12.4K	Hold	308	–	–	﹤0.01%	336
2022 Q4	$12.4K	Hold	308	–	–	﹤0.01%	334
2022 Q3	$11K	Hold	308	–	–	﹤0.01%	344
2022 Q2	$14K	Hold	308	–	–	﹤0.01%	327
2022 Q1	$15K	Buy	308 +19	+7%	+$1.06K	﹤0.01%	335
2021 Q4	$16K	Sell	289 -281	-49%	-$15.7K	﹤0.01%	330
2021 Q3	$30K	Hold	570	–	–	0.01%	268
2021 Q2	$29K	Hold	570	–	–	0.01%	272
2021 Q1	$25K	Hold	570	–	–	0.01%	281
2020 Q4	$21K	Buy	570 +493	+640%	+$17.2K	0.01%	276
2020 Q3	$3K	Hold	77	–	–	﹤0.01%	384
2020 Q2	$2K	Sell	77 -927	-92%	-$20.8K	﹤0.01%	407
2020 Q1	$20K	Hold	1,004	–	–	0.01%	256
2019 Q4	$26K	Buy	+1,004	New	+$26.1K	0.01%	237

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

Center for Financial Planning's DELL Position: Q2 2026 in Review

Center for Financial Planning held its Dell (DELL) position steady in Q2 2026 at 373 shares worth $161K. The position accounts for 0.02% of the portfolio, ranked #193.

Center for Financial Planning first reported a position in DELL in Q4 2019 and has held it in 27 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Center for Financial Planning held 373 shares of Dell worth $161K as of Q2 2026.
Center for Financial Planning left its Dell share count unchanged in Q2 2026.
Dell made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #193 holding.
Center for Financial Planning first reported a position in Dell in Q4 2019 and has held it in 27 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.