Financial Synergies Wealth Advisors’s Dell DELL Stock Holding History

Financial Synergies Wealth Advisors’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	$632K	Buy	1,465 +141	+11%	+$40.8K	0.05%	78
2026 Q1	$217K	Buy	+1,324	New	+$176K	0.02%	109
2023 Q3	–	Sell	-18	Closed	-$974	–	507
2023 Q2	$974	Buy	+18	New	+$828	﹤0.01%	378
2022 Q3	–	Sell	-7	Closed	-$324	–	484
2022 Q2	$324	Buy	+7	New	+$331	﹤0.01%	434

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

Financial Synergies Wealth Advisors's DELL Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Dell (DELL) stake by 11% in Q2 2026, buying an estimated $40.8K and bringing the position to 1,465 shares worth $632K. The position accounts for 0.05% of the portfolio, ranked #78.

Financial Synergies Wealth Advisors first reported a position in DELL in Q2 2022 and has held it in 4 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Financial Synergies Wealth Advisors held 1,465 shares of Dell worth $632K as of Q2 2026.
Financial Synergies Wealth Advisors bought 141 Dell shares in Q2 2026, an estimated $40.8K.
Dell made up 0.05% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Financial Synergies Wealth Advisors first reported a position in Dell in Q2 2022 and has held it in 4 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.