Connecticut Wealth Management’s Dell DELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$444K Buy
+1,030
New +$298K 0.02% 251
2025
Q3
Sell
-1,755
Closed -$215K 323
2025
Q2
$215K Buy
+1,755
New +$179K 0.01% 298

Other funds holding DELL

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

Connecticut Wealth Management opened a new position in Dell (DELL) in Q2 2026: 1,030 shares worth $444K. The stake represents 0.02% of the portfolio and ranks #251 among its holdings. This is a return to the name: Connecticut Wealth Management previously reported a position in DELL as recently as Q2 2025.

Connecticut Wealth Management first reported a position in DELL in Q2 2025 and has held it in 2 quarters since. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Connecticut Wealth Management held 1,030 shares of Dell worth $444K as of Q2 2026.
  • Dell was a new Connecticut Wealth Management position in Q2 2026.
  • Dell made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Connecticut Wealth Management first reported a position in Dell in Q2 2025 and has held it in 2 quarters since.
  • 2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.