Measured Wealth Private Client Group’s Dell DELL Stock Holding History

Measured Wealth Private Client Group’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	$156K	Sell	361 -45	-11%	-$13K	0.04%	222
2026 Q1	$66.6K	Sell	406 -4,451	-92%	-$593K	0.02%	260
2025 Q4	$611K	Buy	4,857 +4,749	+4,397%	+$669K	0.16%	87
2025 Q3	$15.3K	Buy	+108	New	+$14K	﹤0.01%	513
2025 Q1	–	Sell	-2,650	Closed	-$305K	–	174
2024 Q4	$305K	Sell	2,650 -3,066	-54%	-$385K	0.1%	138
2024 Q3	$678K	Buy	5,716 +43	+0.8%	+$5.01K	0.23%	58
2024 Q2	$782K	Buy	+5,673	New	+$761K	0.27%	56
2018 Q4	–	Sell	-157	Closed	-$4K	–	240
2018 Q3	$4K	Buy	+157	New	+$4.19K	﹤0.01%	714

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

Measured Wealth Private Client Group's DELL Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Dell (DELL) stake by 11% in Q2 2026, selling an estimated $13K and leaving 361 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #222.

Measured Wealth Private Client Group first reported a position in DELL in Q3 2018 and has held it in 8 quarters since. The position peaked at $782K in Q2 2024. 2,129 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Measured Wealth Private Client Group held 361 shares of Dell worth $156K as of Q2 2026.
Measured Wealth Private Client Group sold 45 Dell shares in Q2 2026, an estimated $13K.
Dell made up 0.04% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #222 holding.
Measured Wealth Private Client Group first reported a position in Dell in Q3 2018 and has held it in 8 quarters since.
Measured Wealth Private Client Group's Dell position peaked at $782K in Q2 2024.
2,129 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.