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Kingswood Wealth Advisors’s Dell DELL Stock Holding History

Kingswood 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 		$2.93M Sell
6,786
-1,786
-21% -$517K 0.12% 189
2026
Q1 		$1.41M Sell
8,572
-9,857
-53% -$1.31M 0.07% 297
2025
Q4 		$2.32M Buy
18,429
+1,884
+11% +$265K 0.11% 185
2025
Q3 		$2.35M Buy
16,545
+463
+3% +$60.1K 0.14% 161
2025
Q2 		$1.97M Sell
16,082
-6,866
-30% -$702K 0.16% 144
2025
Q1 		$2.09M Buy
22,948
+1,011
+5% +$107K 0.19% 124
2024
Q4 		$2.53M Sell
21,937
-2,329
-10% -$292K 0.19% 120
2024
Q3 		$2.88M Buy
24,266
+6,948
+40% +$809K 0.21% 114
2024
Q2 		$2.39M Buy
17,318
+10,630
+159% +$1.43M 0.22% 101
2024
Q1 		$763K Buy
+6,688
New +$624K 0.09% 255

Other funds holding DELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its Dell (DELL) stake by 21% in Q2 2026, selling an estimated $517K and leaving 6,786 shares worth $2.93M. The position accounts for 0.12% of the portfolio, ranked #189.

Kingswood Wealth Advisors first reported a position in DELL in Q1 2024 and has held it in 10 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Kingswood Wealth Advisors held 6,786 shares of Dell worth $2.93M as of Q2 2026.
  • Kingswood Wealth Advisors sold 1,786 Dell shares in Q2 2026, an estimated $517K.
  • Dell made up 0.12% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #189 holding.
  • Kingswood Wealth Advisors first reported a position in Dell in Q1 2024 and has held it in 10 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.