Congress Wealth Management’s Dell DELL Stock Holding History

Congress 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	$30.8M	Buy	250,914 +27,655	+12%	+$2.83M	0.3%	79
2025 Q1	$20.4M	Buy	223,259 +18,984	+9%	+$2.01M	0.24%	104
2024 Q4	$23.5M	Buy	204,275 +199,325	+4,027%	+$25M	0.32%	79
2024 Q3	$587K	Buy	4,950 +6	+0.1%	+$699	0.01%	607
2024 Q2	$682K	Buy	4,944 +331	+7%	+$44.4K	0.01%	490
2024 Q1	$526K	Buy	+4,613	New	+$430K	0.01%	445
2022 Q2	–	Sell	-4,272	Closed	-$214K	–	562
2022 Q1	$214K	Sell	4,272 -398	-9%	-$22.2K	﹤0.01%	568
2021 Q4	$262K	Buy	+4,670	New	+$260K	0.01%	559

Other funds holding DELL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Congress Wealth Management's DELL Position: Q2 2025 in Review

Congress Wealth Management increased its Dell (DELL) stake by 12% in Q2 2025, buying an estimated $2.83M and bringing the position to 250,914 shares worth $30.8M. The position accounts for 0.3% of the portfolio, ranked #79.

Congress Wealth Management first reported a position in DELL in Q4 2021 and has held it in 8 quarters since. 1,359 funds tracked by Wall St. Rank hold DELL as of Q2 2025.

Congress Wealth Management held 250,914 shares of Dell worth $30.8M as of Q2 2025.
Congress Wealth Management bought 27,655 Dell shares in Q2 2025, an estimated $2.83M.
Dell made up 0.3% of Congress Wealth Management's portfolio in Q2 2025, its #79 holding.
Congress Wealth Management first reported a position in Dell in Q4 2021 and has held it in 8 quarters since.
1,359 funds tracked by Wall St. Rank held Dell as of Q2 2025.

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