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Coordinated Financial Services’s Dell DELL Stock Holding History

Coordinated Financial Services’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 		$329K Sell
2,002
-170
-8% -$22.6K 0.19% 135
2025
Q4 		$273K Sell
2,172
-100
-4% -$14.1K 0.16% 143
2025
Q3 		$322K Sell
2,272
-200
-8% -$25.9K 0.21% 122
2025
Q2 		$303K Buy
+2,472
New +$253K 0.21% 120
2025
Q1 		– Sell
-1,900
Closed -$219K – 138
2024
Q4 		$219K Buy
+1,900
New +$238K 0.17% 127

Other funds holding DELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Coordinated Financial Services's DELL Position: Q1 2026 in Review

Coordinated Financial Services reduced its Dell (DELL) stake by 7.8% in Q1 2026, selling an estimated $22.6K and leaving 2,002 shares worth $329K. The position accounts for 0.19% of the portfolio, ranked #135.

Coordinated Financial Services first reported a position in DELL in Q4 2024 and has held it in 5 quarters since. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • Coordinated Financial Services held 2,002 shares of Dell worth $329K as of Q1 2026.
  • Coordinated Financial Services sold 170 Dell shares in Q1 2026, an estimated $22.6K.
  • Dell made up 0.19% of Coordinated Financial Services's portfolio in Q1 2026, its #135 holding.
  • Coordinated Financial Services first reported a position in Dell in Q4 2024 and has held it in 5 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.