JFS Wealth Advisors’s Dell DELL Stock Holding History

JFS Wealth Advisors’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	$166K	Buy	384 +3	+0.8%	+$868	0.01%	363
2026 Q1	$62.5K	Sell	381 -45	-11%	-$6K	﹤0.01%	478
2025 Q4	$53.6K	Buy	426 +70	+20%	+$9.86K	﹤0.01%	502
2025 Q3	$50.5K	Buy	356 +1	+0.3%	+$130	﹤0.01%	504
2025 Q2	$43.5K	Buy	355 +22	+7%	+$2.25K	﹤0.01%	490
2025 Q1	$30.4K	Buy	333 +4	+1%	+$423	﹤0.01%	569
2024 Q4	$37.9K	Buy	329 +221	+205%	+$27.7K	﹤0.01%	511
2024 Q3	$12.8K	Buy	108 +2	+2%	+$233	﹤0.01%	774
2024 Q2	$14.6K	Sell	106 -111	-51%	-$14.9K	﹤0.01%	679
2024 Q1	$24.8K	Buy	217 +111	+105%	+$10.4K	﹤0.01%	580
2023 Q4	$8.11K	Buy	106 +2	+2%	+$141	﹤0.01%	849
2023 Q3	$7.17K	Buy	104 +27	+35%	+$1.61K	﹤0.01%	845
2023 Q2	$4.17K	Buy	77 +7	+10%	+$322	﹤0.01%	1086
2023 Q1	$2.81K	Hold	70	–	–	﹤0.01%	1230
2022 Q4	$2.81K	Buy	70 +47	+204%	+$1.86K	﹤0.01%	1235
2022 Q3	$1K	Sell	23 -126	-85%	-$5.3K	﹤0.01%	1527
2022 Q2	$7K	Buy	149 +54	+57%	+$2.55K	﹤0.01%	866
2022 Q1	$5K	Buy	95 +55	+138%	+$3.07K	﹤0.01%	1028
2021 Q4	$2K	Buy	+40	New	+$2.23K	﹤0.01%	1058

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

JFS Wealth Advisors's DELL Position: Q2 2026 in Review

JFS Wealth Advisors increased its Dell (DELL) stake by 0.79% in Q2 2026, buying an estimated $868 and bringing the position to 384 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #363.

JFS Wealth Advisors first reported a position in DELL in Q4 2021 and has held it in 19 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

JFS Wealth Advisors held 384 shares of Dell worth $166K as of Q2 2026.
JFS Wealth Advisors bought 3 Dell shares in Q2 2026, an estimated $868.
Dell made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #363 holding.
JFS Wealth Advisors first reported a position in Dell in Q4 2021 and has held it in 19 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.