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 Q2	$1.8M	Sell	4,178 -48	-1%	-$13.9K	0.24%	106
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 $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

Independent Solutions Wealth Management's DELL Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Dell (DELL) stake by 1.1% in Q2 2026, selling an estimated $13.9K and leaving 4,178 shares worth $1.8M. The position accounts for 0.24% of the portfolio, ranked #106.

Independent Solutions Wealth Management first reported a position in DELL in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.15M in Q2 2024. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Independent Solutions Wealth Management held 4,178 shares of Dell worth $1.8M as of Q2 2026.
Independent Solutions Wealth Management sold 48 Dell shares in Q2 2026, an estimated $13.9K.
Dell made up 0.24% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #106 holding.
Independent Solutions Wealth Management first reported a position in Dell in Q1 2024 and has held it in 10 quarters since.
Independent Solutions Wealth Management's Dell position peaked at $2.15M in Q2 2024.
2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.