Independent Solutions Wealth Management’s Dell DELL Stock Holding History

Independent Solutions 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 Q1	$694K	Sell	4,226 -6	-0.1%	-$799	0.1%	128
2025 Q4	$533K	Sell	4,232 -78	-2%	-$11K	0.1%	118
2025 Q3	$611K	Sell	4,310 -149	-3%	-$19.3K	0.11%	118
2025 Q2	$547K	Sell	4,459 -1,028	-19%	-$105K	0.11%	121
2025 Q1	$500K	Sell	5,487 -9,305	-63%	-$984K	0.11%	124
2024 Q4	$1.7M	Sell	14,792 -1,317	-8%	-$165K	0.37%	85
2024 Q3	$1.91M	Buy	16,109 +542	+3%	+$63.1K	0.43%	69
2024 Q2	$2.15M	Buy	15,567 +13,531	+665%	+$1.81M	0.49%	61
2024 Q1	$232K	Buy	+2,036	New	+$190K	0.06%	161

Other funds holding DELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Independent Solutions Wealth Management's DELL Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its Dell (DELL) stake by 0.14% in Q1 2026, selling an estimated $799 and leaving 4,226 shares worth $694K. The position accounts for 0.1% of the portfolio, ranked #128.

Independent Solutions Wealth Management first reported a position in DELL in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.15M in Q2 2024. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

Independent Solutions Wealth Management held 4,226 shares of Dell worth $694K as of Q1 2026.
Independent Solutions Wealth Management sold 6 Dell shares in Q1 2026, an estimated $799.
Dell made up 0.1% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #128 holding.
Independent Solutions Wealth Management first reported a position in Dell in Q1 2024 and has held it in 9 quarters since.
Independent Solutions Wealth Management's Dell position peaked at $2.15M in Q2 2024.
1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.