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Independent Financial Group’s Dell DELL Stock Holding History

Independent Financial Group’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 		$10.3M Buy
23,882
+15,952
+201% +$4.61M 0.19% 99
2026
Q1 		$1.3M Buy
7,930
+2,125
+37% +$283K 0.03% 534
2025
Q4 		$731K Sell
5,805
-1,110
-16% -$156K 0.02% 740
2025
Q3 		$980K Buy
6,915
+2,180
+46% +$283K 0.02% 601
2025
Q2 		$581K Buy
4,735
+17
+0.4% +$1.74K 0.02% 716
2025
Q1 		$430K Sell
4,718
-1,784
-27% -$189K 0.01% 767
2024
Q4 		$749K Sell
6,502
-1,014
-13% -$127K 0.02% 564
2024
Q3 		$891K Buy
7,516
+2,685
+56% +$313K 0.03% 474
2024
Q2 		$666K Buy
+4,831
New +$648K 0.03% 514

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

Independent Financial Group's DELL Position: Q2 2026 in Review

Independent Financial Group increased its Dell (DELL) stake by 201% in Q2 2026, buying an estimated $4.61M and bringing the position to 23,882 shares worth $10.3M. The position accounts for 0.19% of the portfolio, ranked #99.

Independent Financial Group first reported a position in DELL in Q2 2024 and has held it in 9 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Independent Financial Group held 23,882 shares of Dell worth $10.3M as of Q2 2026.
  • Independent Financial Group bought 15,952 Dell shares in Q2 2026, an estimated $4.61M.
  • Dell made up 0.19% of Independent Financial Group's portfolio in Q2 2026, its #99 holding.
  • Independent Financial Group first reported a position in Dell in Q2 2024 and has held it in 9 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.