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Guardian Wealth Advisors (North Carolina)’s Dell DELL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$267K Buy
+1,624
New +$216K 0.02% 299
2025
Q4 		– Sell
-1,500
Closed -$213K – 373
2025
Q3 		$213K Buy
+1,500
New +$195K 0.01% 338

Other funds holding DELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s DELL Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Dell (DELL) in Q1 2026: 1,624 shares worth $267K. The stake represents 0.02% of the portfolio and ranks #299 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in DELL as recently as Q3 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in DELL in Q3 2025 and has held it in 2 quarters since. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,624 shares of Dell worth $267K as of Q1 2026.
  • Dell was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Dell made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #299 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Dell in Q3 2025 and has held it in 2 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.