Dogwood Wealth Management’s Dell DELL Stock Holding History

Dogwood Wealth Management’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	$9.49K	Buy	22 +17	+340%	+$4.92K	﹤0.01%	393
2026 Q1	$821	Buy	5 +4	+400%	+$533	﹤0.01%	776
2025 Q4	$126	Hold	1	–	–	﹤0.01%	706
2025 Q3	$142	Buy	+1	New	+$130	﹤0.01%	708
2025 Q2	–	Sell	-41	Closed	-$3.74K	–	705
2025 Q1	$3.74K	Buy	+41	New	+$4.34K	﹤0.01%	268
2024 Q3	–	Hold	0	–	–	–	354
2024 Q2	–	Hold	0	–	–	–	381
2024 Q1	–	Hold	0	–	–	–	415
2023 Q4	–	Hold	0	–	–	–	458

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

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

Dogwood Wealth Management increased its Dell (DELL) stake by 340% in Q2 2026, buying an estimated $4.92K and bringing the position to 22 shares worth $9.49K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Dogwood Wealth Management first reported a position in DELL in Q1 2025 and has held it in 5 quarters since. 2,123 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Dogwood Wealth Management held 22 shares of Dell worth $9.49K as of Q2 2026.
Dogwood Wealth Management bought 17 Dell shares in Q2 2026, an estimated $4.92K.
Dell made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #393 holding.
Dogwood Wealth Management first reported a position in Dell in Q1 2025 and has held it in 5 quarters since.
2,123 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.