Coastal Bridge Advisors’s Dell DELL Stock Holding History

Coastal Bridge Advisors’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 Q1	–	Sell	-1,720	Closed	-$217K	–	452
2025 Q4	$217K	Buy	+1,720	New	+$242K	0.02%	423

Other funds holding DELL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Coastal Bridge Advisors's DELL Position: Q1 2026 in Review

Coastal Bridge Advisors sold out of Dell (DELL) in Q1 2026, closing a stake of 1,720 shares — an estimated $217K sold.

Coastal Bridge Advisors first reported a position in DELL in Q4 2025 and held it in 1 quarter. The position peaked at $217K in Q4 2025. 1,633 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

Coastal Bridge Advisors reported no remaining Dell position as of Q1 2026 after selling out during the quarter.
Coastal Bridge Advisors sold 1,720 Dell shares in Q1 2026, an estimated $217K.
Coastal Bridge Advisors first reported a position in Dell in Q4 2025 and held it in 1 quarter.
Coastal Bridge Advisors's Dell position peaked at $217K in Q4 2025.
1,633 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.