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Legacy Financial Advisors’s Dell DELL Stock Holding History

Legacy Financial 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 		– Sell
-3,272
Closed -$537K – 441
2026
Q1 		$537K Sell
3,272
-274
-8% -$36.5K 0.08% 230
2025
Q4 		$446K Sell
3,546
-294
-8% -$41.4K 0.06% 242
2025
Q3 		$544K Buy
3,840
+755
+24% +$98K 0.08% 221
2025
Q2 		$378K Buy
+3,085
New +$315K 0.06% 238

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 $3.38T AUM 44.17% 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

Legacy Financial Advisors's DELL Position: Q2 2026 in Review

Legacy Financial Advisors sold out of Dell (DELL) in Q2 2026, closing a stake of 3,272 shares — an estimated $537K sold.

Legacy Financial Advisors first reported a position in DELL in Q2 2025 and held it in 4 quarters. The position peaked at $544K in Q3 2025. 2,139 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Legacy Financial Advisors reported no remaining Dell position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Advisors sold 3,272 Dell shares in Q2 2026, an estimated $537K.
  • Legacy Financial Advisors first reported a position in Dell in Q2 2025 and held it in 4 quarters.
  • Legacy Financial Advisors's Dell position peaked at $544K in Q3 2025.
  • 2,139 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.