J.V. Bruni & Co’s Dell DELL Stock Holding History

J.V. Bruni & Co’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	$105M	Buy	243,898 +52,790	+28%	+$15.3M	9.61%	1
2026 Q1	$31.4M	Buy	+191,108	New	+$25.5M	3.28%	13

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

J.V. Bruni & Co's DELL Position: Q2 2026 in Review

J.V. Bruni & Co increased its Dell (DELL) stake by 28% in Q2 2026, buying an estimated $15.3M and bringing the position to 243,898 shares worth $105M. The position accounts for 9.61% of the portfolio, ranked #1.

J.V. Bruni & Co first reported a position in DELL in Q1 2026 and has held it in 2 quarters since. 2,123 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

J.V. Bruni & Co held 243,898 shares of Dell worth $105M as of Q2 2026.
J.V. Bruni & Co bought 52,790 Dell shares in Q2 2026, an estimated $15.3M.
Dell made up 9.61% of J.V. Bruni & Co's portfolio in Q2 2026, its #1 holding.
J.V. Bruni & Co first reported a position in Dell in Q1 2026 and has held it in 2 quarters since.
2,123 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on J.V. Bruni & Co's 13F filing for Q2 2026, filed 10 Aug 2026.