Gaddis Premier Wealth Advisors’s Dell DELL Stock Holding History

Gaddis Premier 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 Q1	–	Sell	-4,843	Closed	-$610K	–	90
2025 Q4	$610K	Buy	+4,843	New	+$682K	0.46%	42

Other funds holding DELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Gaddis Premier Wealth Advisors's DELL Position: Q1 2026 in Review

Gaddis Premier Wealth Advisors sold out of Dell (DELL) in Q1 2026, closing a stake of 4,843 shares — an estimated $610K sold.

Gaddis Premier Wealth Advisors first reported a position in DELL in Q4 2025 and held it in 1 quarter. The position peaked at $610K in Q4 2025. 1,643 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

Gaddis Premier Wealth Advisors reported no remaining Dell position as of Q1 2026 after selling out during the quarter.
Gaddis Premier Wealth Advisors sold 4,843 Dell shares in Q1 2026, an estimated $610K.
Gaddis Premier Wealth Advisors first reported a position in Dell in Q4 2025 and held it in 1 quarter.
Gaddis Premier Wealth Advisors's Dell position peaked at $610K in Q4 2025.
1,643 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Gaddis Premier Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.