Dynasty Wealth Management’s Dell DELL Stock Holding History

Dynasty 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	$6.69M	Buy	15,499 +25	+0.2%	+$7.23K	0.05%	74
2026 Q1	$2.54M	Sell	15,474 -906	-6%	-$121K	0.02%	110
2025 Q4	$2.06M	Buy	16,380 +962	+6%	+$136K	0.02%	131
2025 Q3	$2.19M	Buy	15,418 +8,059	+110%	+$1.05M	0.03%	110
2025 Q2	$902K	Sell	7,359 -2,779	-27%	-$284K	0.02%	136
2025 Q1	$924K	Buy	10,138 +1,507	+17%	+$159K	0.02%	148
2024 Q4	$995K	Sell	8,631 -219	-2%	-$27.5K	0.02%	147
2024 Q3	$1.05M	Sell	8,850 -407	-4%	-$47.4K	0.03%	133
2024 Q2	$1.28M	Sell	9,257 -3,624	-28%	-$486K	0.04%	110
2024 Q1	$1.47M	Buy	+12,881	New	+$1.2M	0.05%	89

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

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

Dynasty Wealth Management increased its Dell (DELL) stake by 0.16% in Q2 2026, buying an estimated $7.23K and bringing the position to 15,499 shares worth $6.69M. The position accounts for 0.05% of the portfolio, ranked #74.

Dynasty Wealth Management first reported a position in DELL in Q1 2024 and has held it in 10 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Dynasty Wealth Management held 15,499 shares of Dell worth $6.69M as of Q2 2026.
Dynasty Wealth Management bought 25 Dell shares in Q2 2026, an estimated $7.23K.
Dell made up 0.05% of Dynasty Wealth Management's portfolio in Q2 2026, its #74 holding.
Dynasty Wealth Management first reported a position in Dell in Q1 2024 and has held it in 10 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.