HCR Wealth Advisors’s Dell DELL Stock Holding History

HCR 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 Q2	$8.06M	Sell	18,669 -2,697	-13%	-$780K	0.72%	24
2026 Q1	$3.51M	Sell	21,366 -869	-4%	-$116K	0.36%	49
2025 Q4	$2.8M	Buy	22,235 +2,491	+13%	+$351K	0.28%	62
2025 Q3	$2.91M	Buy	19,744 +2,490	+14%	+$323K	0.3%	55
2025 Q2	$2.12M	Sell	17,254 -269	-2%	-$27.5K	0.25%	64
2025 Q1	$1.6M	Buy	17,523 +2,176	+14%	+$230K	0.21%	74
2024 Q4	$1.77M	Buy	15,347 +425	+3%	+$53.3K	0.22%	70
2024 Q3	$1.77M	Buy	14,922 +2,843	+24%	+$331K	0.23%	66
2024 Q2	$1.67M	Buy	12,079 +9,749	+418%	+$1.31M	0.24%	66
2024 Q1	$266K	Buy	+2,330	New	+$217K	0.04%	182

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 $3.37T AUM 44.26% 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

HCR Wealth Advisors's DELL Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Dell (DELL) stake by 13% in Q2 2026, selling an estimated $780K and leaving 18,669 shares worth $8.06M. The position accounts for 0.72% of the portfolio, ranked #24.

HCR Wealth Advisors first reported a position in DELL in Q1 2024 and has held it in 10 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

HCR Wealth Advisors held 18,669 shares of Dell worth $8.06M as of Q2 2026.
HCR Wealth Advisors sold 2,697 Dell shares in Q2 2026, an estimated $780K.
Dell made up 0.72% of HCR Wealth Advisors's portfolio in Q2 2026, its #24 holding.
HCR Wealth Advisors first reported a position in Dell in Q1 2024 and has held it in 10 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.