Cyndeo Wealth Partners’s Dell DELL Stock Holding History

Cyndeo Wealth Partners’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	$1.55M	Sell	3,589 -8	-0.2%	-$2.31K	0.07%	218
2026 Q1	$590K	Buy	3,597 +735	+26%	+$97.9K	0.03%	300
2025 Q4	$360K	Hold	2,862	–	–	0.02%	373
2025 Q3	$406K	Sell	2,862 -22	-0.8%	-$2.85K	0.02%	339
2025 Q2	$354K	Sell	2,884 -1,190	-29%	-$122K	0.02%	357
2025 Q1	$371K	Sell	4,074 -562	-12%	-$59.4K	0.02%	332
2024 Q4	$534K	Buy	4,636 +10	+0.2%	+$1.25K	0.04%	287
2024 Q3	$548K	Buy	4,626 +443	+11%	+$51.6K	0.04%	284
2024 Q2	$577K	Sell	4,183 -23	-0.5%	-$3.08K	0.05%	261
2024 Q1	$480K	Sell	4,206 -134	-3%	-$12.5K	0.04%	264
2023 Q4	$332K	Buy	4,340 +47	+1%	+$3.32K	0.03%	296
2023 Q3	$296K	Buy	4,293 +9	+0.2%	+$536	0.03%	276
2023 Q2	$232K	Buy	+4,284	New	+$197K	0.02%	294

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

Cyndeo Wealth Partners's DELL Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Dell (DELL) stake by 0.22% in Q2 2026, selling an estimated $2.31K and leaving 3,589 shares worth $1.55M. The position accounts for 0.07% of the portfolio, ranked #218.

Cyndeo Wealth Partners first reported a position in DELL in Q2 2023 and has held it in 13 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Cyndeo Wealth Partners held 3,589 shares of Dell worth $1.55M as of Q2 2026.
Cyndeo Wealth Partners sold 8 Dell shares in Q2 2026, an estimated $2.31K.
Dell made up 0.07% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #218 holding.
Cyndeo Wealth Partners first reported a position in Dell in Q2 2023 and has held it in 13 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.