Cherry Tree Wealth Management’s Dell DELL Stock Holding History

Cherry Tree Wealth 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
2025 Q2	–	Sell	-89	Closed	-$8.11K	–	636
2025 Q1	$8.11K	Hold	89	–	–	﹤0.01%	458
2024 Q4	$10.3K	Hold	89	–	–	﹤0.01%	412
2024 Q3	$10.6K	Hold	89	–	–	﹤0.01%	407
2024 Q2	$12.3K	Buy	+89	New	+$11.9K	﹤0.01%	373

Other funds holding DELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cherry Tree Wealth Management's DELL Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Dell (DELL) in Q2 2025, closing a stake of 89 shares — an estimated $8.11K sold.

Cherry Tree Wealth Management first reported a position in DELL in Q2 2024 and held it in 4 quarters. The position peaked at $12.3K in Q2 2024. 1,358 funds tracked by Wall St. Rank hold DELL as of Q2 2025.

Cherry Tree Wealth Management reported no remaining Dell position as of Q2 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 89 Dell shares in Q2 2025, an estimated $8.11K.
Cherry Tree Wealth Management first reported a position in Dell in Q2 2024 and held it in 4 quarters.
Cherry Tree Wealth Management's Dell position peaked at $12.3K in Q2 2024.
1,358 funds tracked by Wall St. Rank held Dell as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.