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Comprehensive Financial Planning’s Dell DELL Stock Holding History

Comprehensive 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 		$43.1K Buy
+100
New +$28.9K 0.02% 186
2026
Q1 		– Sell
-38
Closed -$4.78K – 403
2025
Q4 		$4.78K Buy
+38
New +$5.35K ﹤0.01% 314

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

Comprehensive Financial Planning's DELL Position: Q2 2026 in Review

Comprehensive Financial Planning opened a new position in Dell (DELL) in Q2 2026: 100 shares worth $43.1K. The stake represents 0.02% of the portfolio and ranks #186 among its holdings. This is a return to the name: Comprehensive Financial Planning previously reported a position in DELL as recently as Q4 2025.

Comprehensive Financial Planning first reported a position in DELL in Q4 2025 and has held it in 2 quarters since. 2,139 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Comprehensive Financial Planning held 100 shares of Dell worth $43.1K as of Q2 2026.
  • Dell was a new Comprehensive Financial Planning position in Q2 2026.
  • Dell made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #186 holding.
  • Comprehensive Financial Planning first reported a position in Dell in Q4 2025 and has held it in 2 quarters since.
  • 2,139 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.