Key Financial Inc’s Dell DELL Stock Holding History

Key Financial Inc’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	$75.8K	Sell	462 -95	-17%	-$12.7K	0.01%	455
2025 Q4	$70.1K	Hold	557	–	–	0.01%	460
2025 Q3	$83.4K	Buy	557 +115	+26%	+$14.9K	0.02%	426
2025 Q2	$54.2K	Hold	442	–	–	0.01%	478
2025 Q1	$40.3K	Hold	442	–	–	0.01%	518
2024 Q4	$50.9K	Hold	442	–	–	0.01%	479
2024 Q3	$52.4K	Hold	442	–	–	0.01%	469
2024 Q2	$61K	Hold	442	–	–	0.01%	424
2024 Q1	$50.4K	Hold	442	–	–	0.01%	440
2023 Q4	$33.8K	Sell	442 -143	-24%	-$10.1K	0.01%	492
2023 Q3	$40.3K	Hold	585	–	–	0.01%	440
2023 Q2	$31.7K	Hold	585	–	–	0.01%	482
2023 Q1	$23.5K	Hold	585	–	–	0.01%	515
2022 Q4	$20K	Hold	585	–	–	0.01%	494
2022 Q3	$20K	Hold	585	–	–	0.01%	495
2022 Q2	$25K	Hold	585	–	–	0.01%	464
2022 Q1	$29K	Hold	585	–	–	0.01%	435
2021 Q4	$33K	Sell	585 -569	-49%	-$31.7K	0.02%	408
2021 Q3	$61K	Hold	1,154	–	–	0.03%	313
2021 Q2	$57K	Hold	1,154	–	–	0.03%	333
2021 Q1	$52K	Hold	1,154	–	–	0.03%	267
2020 Q4	$43K	Buy	+1,154	New	+$40.2K	0.03%	265
2020 Q2	–	Sell	-1,559	Closed	-$31K	–	206
2020 Q1	$31K	Buy	+1,559	New	+$36K	0.03%	272

Other funds holding DELL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Key Financial Inc's DELL Position: Q1 2026 in Review

Key Financial Inc reduced its Dell (DELL) stake by 17% in Q1 2026, selling an estimated $12.7K and leaving 462 shares worth $75.8K. The position accounts for 0.01% of the portfolio, ranked #455.

Key Financial Inc first reported a position in DELL in Q1 2020 and has held it in 23 quarters since. The position peaked at $83.4K in Q3 2025. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

Key Financial Inc held 462 shares of Dell worth $75.8K as of Q1 2026.
Key Financial Inc sold 95 Dell shares in Q1 2026, an estimated $12.7K.
Dell made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #455 holding.
Key Financial Inc first reported a position in Dell in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Dell position peaked at $83.4K in Q3 2025.
1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.