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 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 $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

Measured Wealth Private Client Group's DELL Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its Dell (DELL) stake by 92% in Q1 2026, selling an estimated $593K and leaving 406 shares worth $66.6K. The position accounts for 0.02% of the portfolio, ranked #260.

Measured Wealth Private Client Group first reported a position in DELL in Q3 2018 and has held it in 7 quarters since. The position peaked at $782K in Q2 2024. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

Measured Wealth Private Client Group held 406 shares of Dell worth $66.6K as of Q1 2026.
Measured Wealth Private Client Group sold 4,451 Dell shares in Q1 2026, an estimated $593K.
Dell made up 0.02% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #260 holding.
Measured Wealth Private Client Group first reported a position in Dell in Q3 2018 and has held it in 7 quarters since.
Measured Wealth Private Client Group's Dell position peaked at $782K in Q2 2024.
1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.