Evercore Wealth Management’s Dell DELL Stock Holding History

Evercore 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	$2.34M	Sell	5,418 -776	-13%	-$224K	0.03%	152
2026 Q1	$1.02M	Sell	6,194 -35	-0.6%	-$4.66K	0.02%	217
2025 Q4	$784K	Buy	6,229 +12	+0.2%	+$1.69K	0.01%	240
2025 Q3	$881K	Buy	6,217 +462	+8%	+$59.9K	0.01%	230
2025 Q2	$706K	Sell	5,755 -10,246	-64%	-$1.05M	0.01%	246
2025 Q1	$1.46M	Hold	16,001	–	–	0.02%	188
2024 Q4	$1.84M	Hold	16,001	–	–	0.03%	163
2024 Q3	$1.9M	Buy	16,001 +208	+1%	+$24.2K	0.03%	165
2024 Q2	$2.18M	Sell	15,793 -1,830	-10%	-$245K	0.03%	152
2024 Q1	$2.01M	Hold	17,623	–	–	0.03%	161
2023 Q4	$1.35M	Sell	17,623 -63	-0.4%	-$4.45K	0.02%	195
2023 Q3	$1.22M	Sell	17,686 -89	-0.5%	-$5.3K	0.02%	196
2023 Q2	$962K	Buy	17,775 +2,201	+14%	+$101K	0.02%	219
2023 Q1	$626K	Buy	15,574 +91	+0.6%	+$3.67K	0.01%	253
2022 Q4	$623K	Buy	+15,483	New	+$612K	0.01%	254
2018 Q4	–	Sell	-16,715	Closed	-$456K	–	377
2018 Q3	$456K	Buy	16,715 +7,957	+91%	+$212K	0.01%	285
2018 Q2	$208K	Buy	+8,758	New	+$194K	0.01%	388
2018 Q1	–	Sell	-2,266	Closed	-$52K	–	448
2017 Q4	$52K	Hold	2,266	–	–	﹤0.01%	575
2017 Q3	$49K	Sell	2,266 -118	-5%	-$2.27K	﹤0.01%	575
2017 Q2	$41K	Sell	2,384 -3,004	-56%	-$55K	﹤0.01%	605
2017 Q1	$97K	Sell	5,388 -3,363	-38%	-$58.7K	﹤0.01%	489
2016 Q4	$135K	Sell	8,751 -2,056	-19%	-$29.5K	0.01%	441
2016 Q3	$145K	Buy	+10,807	New	+$147K	0.01%	429

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

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

Evercore Wealth Management reduced its Dell (DELL) stake by 13% in Q2 2026, selling an estimated $224K and leaving 5,418 shares worth $2.34M. The position accounts for 0.03% of the portfolio, ranked #152.

Evercore Wealth Management first reported a position in DELL in Q3 2016 and has held it in 23 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Evercore Wealth Management held 5,418 shares of Dell worth $2.34M as of Q2 2026.
Evercore Wealth Management sold 776 Dell shares in Q2 2026, an estimated $224K.
Dell made up 0.03% of Evercore Wealth Management's portfolio in Q2 2026, its #152 holding.
Evercore Wealth Management first reported a position in Dell in Q3 2016 and has held it in 23 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.