Evolve Private Wealth’s Dell DELL Stock Holding History

Evolve Private Wealth’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	$1.33M	Sell	3,073 -3,078	-50%	-$890K	0.08%	221
2026 Q1	$1.01M	Buy	6,151 +2,244	+57%	+$299K	0.05%	329
2025 Q4	$492K	Buy	+3,907	New	+$550K	0.03%	535

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's DELL Position: Q2 2026 in Review

Evolve Private Wealth reduced its Dell (DELL) stake by 50% in Q2 2026, selling an estimated $890K and leaving 3,073 shares worth $1.33M. The position accounts for 0.08% of the portfolio, ranked #221.

Evolve Private Wealth first reported a position in DELL in Q4 2025 and has held it in 3 quarters since. 2,139 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Evolve Private Wealth held 3,073 shares of Dell worth $1.33M as of Q2 2026.
Evolve Private Wealth sold 3,078 Dell shares in Q2 2026, an estimated $890K.
Dell made up 0.08% of Evolve Private Wealth's portfolio in Q2 2026, its #221 holding.
Evolve Private Wealth first reported a position in Dell in Q4 2025 and has held it in 3 quarters since.
2,139 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.