Jackson Thornton Wealth Management’s Dell DELL Stock Holding History

Jackson Thornton 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
2025 Q4	–	Sell	-2,232	Closed	-$367K	–	313
2025 Q3	$367K	Buy	+2,232	New	+$290K	0.04%	141

Other funds holding DELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jackson Thornton Wealth Management's DELL Position: Q4 2025 in Review

Jackson Thornton Wealth Management sold out of Dell (DELL) in Q4 2025, closing a stake of 2,232 shares — an estimated $367K sold.

Jackson Thornton Wealth Management first reported a position in DELL in Q3 2025 and held it in 1 quarter. The position peaked at $367K in Q3 2025. 1,512 funds tracked by Wall St. Rank hold DELL as of Q4 2025.

Jackson Thornton Wealth Management reported no remaining Dell position as of Q4 2025 after selling out during the quarter.
Jackson Thornton Wealth Management sold 2,232 Dell shares in Q4 2025, an estimated $367K.
Jackson Thornton Wealth Management first reported a position in Dell in Q3 2025 and held it in 1 quarter.
Jackson Thornton Wealth Management's Dell position peaked at $367K in Q3 2025.
1,512 funds tracked by Wall St. Rank held Dell as of Q4 2025.

Based on Jackson Thornton Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.