Crewe Advisors’s Dell DELL Stock Holding History

Crewe 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 Q2	$93.2K	Buy	+216	New	+$62.5K	0.01%	350
2025 Q2	–	Sell	-15	Closed	-$1.37K	–	767
2025 Q1	$1.37K	Sell	15 -235	-94%	-$24.9K	﹤0.01%	564
2024 Q4	$28.8K	Hold	250	–	–	﹤0.01%	323
2024 Q3	$29.6K	Hold	250	–	–	﹤0.01%	357
2024 Q2	$34.5K	Buy	+250	New	+$33.5K	﹤0.01%	441
2023 Q4	–	Sell	-5	Closed	-$345	–	488
2023 Q3	$345	Buy	5 +2	+67%	+$119	﹤0.01%	411
2023 Q2	$163	Buy	+3	New	+$138	﹤0.01%	746
2023 Q1	–	Sell	-84	Closed	-$3.38K	–	869
2022 Q4	$3.38K	Sell	84 -133	-61%	-$5.26K	﹤0.01%	753
2022 Q3	$7K	Buy	217 +42	+24%	+$1.77K	﹤0.01%	756
2022 Q2	$8K	Sell	175 -125	-42%	-$5.9K	﹤0.01%	648
2022 Q1	$15K	Hold	300	–	–	﹤0.01%	321
2021 Q4	$17K	Buy	+300	New	+$16.7K	﹤0.01%	270

Other funds holding DELL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Crewe Advisors's DELL Position: Q2 2026 in Review

Crewe Advisors opened a new position in Dell (DELL) in Q2 2026: 216 shares worth $93.2K. The stake represents 0.01% of the portfolio and ranks #350 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in DELL as recently as Q1 2025.

Crewe Advisors first reported a position in DELL in Q4 2021 and has held it in 12 quarters since. 2,135 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Crewe Advisors held 216 shares of Dell worth $93.2K as of Q2 2026.
Dell was a new Crewe Advisors position in Q2 2026.
Dell made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #350 holding.
Crewe Advisors first reported a position in Dell in Q4 2021 and has held it in 12 quarters since.
2,135 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.