Diversify 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
$2.67M Buy
6,263
+562
+10% +$163K 0.04% 323
2026
Q1
$1.17M Buy
+5,701
New +$760K 0.02% 550
2024
Q3
Sell
-15,674
Closed -$1.54M 473
2024
Q2
$1.54M Buy
+15,674
New +$2.1M 0.19% 119

Other funds holding DELL

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

Diversify Wealth Management increased its Dell (DELL) stake by 9.9% in Q2 2026, buying an estimated $163K and bringing the position to 6,263 shares worth $2.67M. The position accounts for 0.04% of the portfolio, ranked #323.

Diversify Wealth Management 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.

  • Diversify Wealth Management held 6,263 shares of Dell worth $2.67M as of Q2 2026.
  • Diversify Wealth Management bought 562 Dell shares in Q2 2026, an estimated $163K.
  • Dell made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #323 holding.
  • Diversify Wealth Management 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 Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.