Circle Wealth Management’s Dell DELL Stock Holding History

Circle 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
2026 Q2	$313K	Buy	+724	New	+$209K	﹤0.01%	224

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

Circle Wealth Management's DELL Position: Q2 2026 in Review

Circle Wealth Management opened a new position in Dell (DELL) in Q2 2026: 724 shares worth $313K. The stake represents ﹤0.01% of the portfolio and ranks #224 among its holdings.

2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Circle Wealth Management held 724 shares of Dell worth $313K as of Q2 2026.
Dell was a new Circle Wealth Management position in Q2 2026.
Dell made up ﹤0.01% of Circle Wealth Management's portfolio in Q2 2026, its #224 holding.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.