Janus Henderson Group
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Janus Henderson Group’s Dell DELL Stock Holding History

Janus Henderson 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
Q1 		$86.8M Sell
528,840
-2,125,222
-80% -$283M 0.04% 306
2025
Q4 		$334M Buy
2,654,062
+561,401
+27% +$79.1M 0.15% 143
2025
Q3 		$297M Sell
2,092,661
-72,712
-3% -$9.43M 0.14% 147
2025
Q2 		$265M Sell
2,165,373
-611,692
-22% -$62.5M 0.13% 164
2025
Q1 		$256M Sell
2,777,065
-250,001
-8% -$26.4M 0.14% 161
2024
Q4 		$349M Buy
3,027,066
+1,865,013
+160% +$234M 0.18% 130
2024
Q3 		$138M Buy
1,162,053
+670,171
+136% +$78.1M 0.07% 232
2024
Q2 		$67.8M Buy
491,882
+476,863
+3,175% +$63.9M 0.04% 319
2024
Q1 		$1.71M Buy
15,019
+44
+0.3% +$4.11K ﹤0.01% 1357
2023
Q4 		$1.15M Sell
14,975
-122,535
-89% -$8.66M ﹤0.01% 1550
2023
Q3 		$9.47M Buy
137,510
+13,672
+11% +$815K 0.01% 674
2023
Q2 		$6.7M Buy
123,838
+13,363
+12% +$615K ﹤0.01% 778
2023
Q1 		$4.44M Buy
110,475
+52,123
+89% +$2.1M ﹤0.01% 913
2022
Q4 		$2.35M Sell
58,352
-2,015,368
-97% -$79.7M ﹤0.01% 1057
2022
Q3 		$70.9M Buy
2,073,720
+528,713
+34% +$22.3M 0.03% 434
2022
Q2 		$71.4M Sell
1,545,007
-24,592
-2% -$1.16M 0.05% 307
2022
Q1 		$78.8M Buy
1,569,599
+90,948
+6% +$5.08M 0.04% 370
2021
Q4 		$83.1M Sell
1,478,651
-830,165
-36% -$46.3M 0.03% 397
2021
Q3 		$122M Sell
2,308,816
-30,548
-1% -$1.52M 0.05% 327
2021
Q2 		$118M Buy
2,339,364
+603,789
+35% +$30.3M 0.05% 341
2021
Q1 		$77.5M Buy
1,735,575
+1,613,452
+1,321% +$66.1M 0.04% 433
2020
Q4 		$4.54M Sell
122,123
-312
-0.3% -$10.9K ﹤0.01% 976
2020
Q3 		$4.2M Sell
122,435
-116,235
-49% -$3.63M ﹤0.01% 940
2020
Q2 		$6.65M Buy
238,670
+70,584
+42% +$1.59M ﹤0.01% 880
2020
Q1 		$3.37M Sell
168,086
-1,596,711
-90% -$36.8M ﹤0.01% 937
2019
Q4 		$46M Sell
1,764,797
-929,155
-34% -$24.2M 0.02% 621
2019
Q3 		$70.8M Buy
2,693,952
+290,398
+12% +$7.7M 0.04% 471
2019
Q2 		$61.9M Buy
2,403,554
+674,837
+39% +$21.1M 0.03% 522
2019
Q1 		$51.4M Buy
1,728,717
+849,455
+97% +$22.4M 0.03% 566
2018
Q4 		$21.8M Sell
879,262
-2,467,000
-74% -$67.5M 0.01% 728
2018
Q3 		$91.2M Sell
3,346,262
-1,300,386
-28% -$34.7M 0.05% 422
2018
Q2 		$110M Sell
4,646,648
-318,966
-6% -$7.05M 0.06% 358
2018
Q1 		$102M Sell
4,965,614
-82,917
-2% -$1.79M 0.06% 371
2017
Q4 		$115M Sell
5,048,531
-891,255
-15% -$20.2M 0.07% 342
2017
Q3 		$129M Sell
5,939,786
-1,042,511
-15% -$20.1M 0.08% 296
2017
Q2 		$120M Buy
6,982,297
+6,876,130
+6,477% +$126M 0.08% 303
2017
Q1 		$1.91M Hold
106,167
– – 0.01% 511
2016
Q4 		$1.64M Buy
106,167
+13,088
+14% +$188K 0.01% 541
2016
Q3 		$1.25M Buy
+93,079
New +$1.27M 0.01% 594

Other funds holding DELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Janus Henderson Group's DELL Position: Q1 2026 in Review

Janus Henderson Group reduced its Dell (DELL) stake by 80% in Q1 2026, selling an estimated $283M and leaving 528,840 shares worth $86.8M. The position accounts for 0.04% of the portfolio, ranked #306.

Janus Henderson Group first reported a position in DELL in Q3 2016 and has held it in 39 quarters since. The position peaked at $349M in Q4 2024. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • Janus Henderson Group held 528,840 shares of Dell worth $86.8M as of Q1 2026.
  • Janus Henderson Group sold 2,125,222 Dell shares in Q1 2026, an estimated $283M.
  • Dell made up 0.04% of Janus Henderson Group's portfolio in Q1 2026, its #306 holding.
  • Janus Henderson Group first reported a position in Dell in Q3 2016 and has held it in 39 quarters since.
  • Janus Henderson Group's Dell position peaked at $349M in Q4 2024.
  • 1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.