IAG Wealth Partners’s Dell DELL Stock Holding History

IAG Wealth Partners’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 Q3	$10.2K	Hold	19	–	–	﹤0.01%	399
2026 Q2	$8.2K	Hold	19	–	–	﹤0.01%	391
2026 Q1	$3.12K	Hold	19	–	–	﹤0.01%	452
2025 Q4	$2.39K	Hold	19	–	–	﹤0.01%	441
2025 Q3	$2.69K	Hold	19	–	–	﹤0.01%	458
2025 Q2	$2.33K	Hold	19	–	–	﹤0.01%	434
2025 Q1	$1.73K	Hold	19	–	–	﹤0.01%	451
2024 Q4	$2.19K	Hold	19	–	–	﹤0.01%	460
2024 Q3	$2.25K	Hold	19	–	–	﹤0.01%	445
2024 Q2	$2.62K	Hold	19	–	–	﹤0.01%	438
2024 Q1	$2.17K	Hold	19	–	–	﹤0.01%	401
2023 Q4	$1.45K	Hold	19	–	–	﹤0.01%	394
2023 Q3	$1.31K	Hold	19	–	–	﹤0.01%	410
2023 Q2	$1.03K	Hold	19	–	–	﹤0.01%	419
2023 Q1	$764	Hold	19	–	–	﹤0.01%	426
2022 Q4	$764	Hold	19	–	–	﹤0.01%	412
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	405
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	400
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	414
2021 Q4	$1K	Sell	19 -18	-49%	-$1K	﹤0.01%	384
2021 Q3	$2K	Buy	+37	New	+$1.84K	﹤0.01%	360

Other funds holding DELL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

IAG Wealth Partners's DELL Position: Q3 2026 in Review

IAG Wealth Partners held its Dell (DELL) position steady in Q3 2026 at 19 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

IAG Wealth Partners first reported a position in DELL in Q3 2021 and has held it in 21 quarters since. 1,567 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

IAG Wealth Partners held 19 shares of Dell worth $10.2K as of Q3 2026.
IAG Wealth Partners left its Dell share count unchanged in Q3 2026.
Dell made up ﹤0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #399 holding.
IAG Wealth Partners first reported a position in Dell in Q3 2021 and has held it in 21 quarters since.
1,567 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.