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GoalFusion Wealth Management’s Dell DELL Stock Holding History

GoalFusion 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 		$460K Sell
1,067
-333
-24% -$96.3K 0.19% 23
2026
Q1 		$230K Buy
+1,400
New +$187K 0.1% 28

Other funds holding DELL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

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

GoalFusion Wealth Management reduced its Dell (DELL) stake by 24% in Q2 2026, selling an estimated $96.3K and leaving 1,067 shares worth $460K. The position accounts for 0.19% of the portfolio, ranked #23.

GoalFusion Wealth Management first reported a position in DELL in Q1 2026 and has held it in 2 quarters since. 391 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • GoalFusion Wealth Management held 1,067 shares of Dell worth $460K as of Q2 2026.
  • GoalFusion Wealth Management sold 333 Dell shares in Q2 2026, an estimated $96.3K.
  • Dell made up 0.19% of GoalFusion Wealth Management's portfolio in Q2 2026, its #23 holding.
  • GoalFusion Wealth Management first reported a position in Dell in Q1 2026 and has held it in 2 quarters since.
  • 391 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.