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Marks Group Wealth Management’s Dell DELL Stock Holding History

Marks Group Wealth Management’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 		$4.57M Sell
10,597
-3,396
-24% -$982K 0.4% 61
2026
Q1 		$2.3M Sell
13,993
-5,591
-29% -$745K 0.22% 121
2025
Q4 		$2.47M Sell
19,584
-6,708
-26% -$945K 0.24% 114
2025
Q3 		$3.73M Sell
26,292
-2,137
-8% -$277K 0.35% 95
2025
Q2 		$3.49M Buy
28,429
+375
+1% +$38.3K 0.32% 94
2025
Q1 		$2.56M Sell
28,054
-2,597
-8% -$275K 0.25% 103
2024
Q4 		$3.53M Sell
30,651
-286
-0.9% -$35.9K 0.35% 90
2024
Q3 		$3.67M Sell
30,937
-47,828
-61% -$5.57M 0.35% 90
2024
Q2 		$10.9M Sell
78,765
-3,595
-4% -$482K 1.14% 12
2024
Q1 		$9.4M Sell
82,360
-2,641
-3% -$246K 0.98% 26
2023
Q4 		$6.5M Sell
85,001
-3,573
-4% -$253K 0.74% 61
2023
Q3 		$6.1M Sell
88,574
-4,596
-5% -$274K 0.76% 56
2023
Q2 		$5.04M Sell
93,170
-1,243
-1% -$57.2K 0.6% 73
2023
Q1 		$3.8M Buy
94,413
+1,435
+2% +$57.8K 0.49% 82
2022
Q4 		$3.74M Buy
92,978
+286
+0.3% +$11.3K 0.51% 79
2022
Q3 		$3.17M Buy
92,692
+42,469
+85% +$1.79M 0.48% 78
2022
Q2 		$2.32M Buy
50,223
+38,356
+323% +$1.81M 0.33% 94
2022
Q1 		$596K Buy
11,867
+1,107
+10% +$61.8K 0.07% 214
2021
Q4 		$598K Sell
10,760
-9,153
-46% -$510K 0.07% 216
2021
Q3 		$1.06M Sell
19,913
-72
-0.4% -$3.59K 0.14% 149
2021
Q2 		$996K Sell
19,985
-102
-0.5% -$5.12K 0.14% 142
2021
Q1 		$905K Buy
20,087
+667
+3% +$27.3K 0.13% 143
2020
Q4 		$721K Sell
19,420
-28,423
-59% -$990K 0.11% 152
2020
Q3 		$1.64M Buy
47,843
+809
+2% +$25.2K 0.3% 108
2020
Q2 		$1.32M Sell
47,034
-52,589
-53% -$1.18M 0.27% 113
2020
Q1 		$1.98M Buy
99,623
+12,748
+15% +$294K 0.51% 87
2019
Q4 		$2.26M Buy
+86,875
New +$2.26M 0.45% 96

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

Marks Group Wealth Management's DELL Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Dell (DELL) stake by 24% in Q2 2026, selling an estimated $982K and leaving 10,597 shares worth $4.57M. The position accounts for 0.4% of the portfolio, ranked #61.

Marks Group Wealth Management first reported a position in DELL in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.9M in Q2 2024. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Marks Group Wealth Management held 10,597 shares of Dell worth $4.57M as of Q2 2026.
  • Marks Group Wealth Management sold 3,396 Dell shares in Q2 2026, an estimated $982K.
  • Dell made up 0.4% of Marks Group Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Marks Group Wealth Management first reported a position in Dell in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Dell position peaked at $10.9M in Q2 2024.
  • 2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.