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
2025 Q1	–	Sell	-1,000	Closed	-$115K	–	1239
2024 Q4	$115K	Sell	1,000 -500	-33%	-$62.7K	﹤0.01%	1019
2024 Q3	$178K	Sell	1,500 -500	-25%	-$58.2K	﹤0.01%	906
2024 Q2	$276K	Buy	+2,000	New	+$268K	﹤0.01%	746

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 $3.38T AUM 44.17% 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

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. 2,139 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.
2,139 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.