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Cypress Wealth Services’s Dell DELL Stock Holding History

Cypress Wealth 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
Q2 		$445K Sell
1,032
-240
-19% -$69.4K 0.05% 259
2026
Q1 		$209K Buy
+1,272
New +$169K 0.03% 375
2024
Q3 		– Sell
-1,869
Closed -$258K – 283
2024
Q2 		$258K Buy
+1,869
New +$251K 0.06% 211

Other funds holding DELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cypress Wealth Services's DELL Position: Q2 2026 in Review

Cypress Wealth Services reduced its Dell (DELL) stake by 19% in Q2 2026, selling an estimated $69.4K and leaving 1,032 shares worth $445K. The position accounts for 0.05% of the portfolio, ranked #259.

Cypress Wealth Services first reported a position in DELL in Q2 2024 and has held it in 3 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Cypress Wealth Services held 1,032 shares of Dell worth $445K as of Q2 2026.
  • Cypress Wealth Services sold 240 Dell shares in Q2 2026, an estimated $69.4K.
  • Dell made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #259 holding.
  • Cypress Wealth Services first reported a position in Dell in Q2 2024 and has held it in 3 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.