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Chung Wu Investment Group’s Dell DELL Stock Holding History

Chung Wu Investment 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 		$388K Buy
+900
New +$260K 0.26% 70
2025
Q1 		– Sell
-2,560
Closed -$295K – 75
2024
Q4 		$295K Buy
+2,560
New +$321K 0.3% 61

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 $3.38T AUM 44.17% 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

Chung Wu Investment Group's DELL Position: Q2 2026 in Review

Chung Wu Investment Group opened a new position in Dell (DELL) in Q2 2026: 900 shares worth $388K. The stake represents 0.26% of the portfolio and ranks #70 among its holdings. This is a return to the name: Chung Wu Investment Group previously reported a position in DELL as recently as Q4 2024.

Chung Wu Investment Group first reported a position in DELL in Q4 2024 and has held it in 2 quarters since. 2,139 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Chung Wu Investment Group held 900 shares of Dell worth $388K as of Q2 2026.
  • Dell was a new Chung Wu Investment Group position in Q2 2026.
  • Dell made up 0.26% of Chung Wu Investment Group's portfolio in Q2 2026, its #70 holding.
  • Chung Wu Investment Group first reported a position in Dell in Q4 2024 and has held it in 2 quarters since.
  • 2,139 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.