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HB Wealth Management’s Dell DELL Stock Holding History

HB 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 		$7.22M Buy
16,725
+4,391
+36% +$1.27M 0.04% 217
2026
Q1 		$2.02M Buy
12,334
+935
+8% +$125K 0.01% 430
2025
Q4 		$1.43M Buy
11,399
+868
+8% +$122K 0.01% 512
2025
Q3 		$1.49M Buy
10,531
+3,581
+52% +$465K 0.01% 493
2025
Q2 		$852K Sell
6,950
-837
-11% -$85.5K 0.01% 581
2025
Q1 		$710K Sell
7,787
-10,123
-57% -$1.07M 0.01% 653
2024
Q4 		$2.06M Sell
17,910
-850
-5% -$107K 0.02% 279
2024
Q3 		$2.22M Buy
18,760
+2,845
+18% +$331K 0.02% 263
2024
Q2 		$2.19M Buy
15,915
+12,729
+400% +$1.71M 0.03% 250
2024
Q1 		$364K Sell
3,186
-23
-0.7% -$2.15K ﹤0.01% 593
2023
Q4 		$246K Buy
3,209
+44
+1% +$3.11K ﹤0.01% 679
2023
Q3 		$218K Buy
+3,165
New +$189K ﹤0.01% 679

Other funds holding DELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

HB Wealth Management increased its Dell (DELL) stake by 36% in Q2 2026, buying an estimated $1.27M and bringing the position to 16,725 shares worth $7.22M. The position accounts for 0.04% of the portfolio, ranked #217.

HB Wealth Management first reported a position in DELL in Q3 2023 and has held it in 12 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • HB Wealth Management held 16,725 shares of Dell worth $7.22M as of Q2 2026.
  • HB Wealth Management bought 4,391 Dell shares in Q2 2026, an estimated $1.27M.
  • Dell made up 0.04% of HB Wealth Management's portfolio in Q2 2026, its #217 holding.
  • HB Wealth Management first reported a position in Dell in Q3 2023 and has held it in 12 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.