MWA
DELL icon

Medallion Wealth Advisors’s Dell DELL Stock Holding History

Medallion 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 		$83.7K Sell
194
-115
-37% -$33.3K 0.03% 372
2026
Q1 		$50.7K Hold
309
– – 0.02% 474
2025
Q4 		$38.9K Hold
309
– – 0.01% 509
2025
Q3 		$43.8K Hold
309
– – 0.02% 483
2025
Q2 		$37.7K Hold
309
– – 0.01% 505
2025
Q1 		$28.4K Buy
309
+89
+40% +$9.41K 0.01% 524
2024
Q4 		$23.4K Buy
+220
New +$27.6K 0.01% 534

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

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

Medallion Wealth Advisors reduced its Dell (DELL) stake by 37% in Q2 2026, selling an estimated $33.3K and leaving 194 shares worth $83.7K. The position accounts for 0.03% of the portfolio, ranked #372.

Medallion Wealth Advisors first reported a position in DELL in Q4 2024 and has held it in 7 quarters since. 2,135 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Medallion Wealth Advisors held 194 shares of Dell worth $83.7K as of Q2 2026.
  • Medallion Wealth Advisors sold 115 Dell shares in Q2 2026, an estimated $33.3K.
  • Dell made up 0.03% of Medallion Wealth Advisors's portfolio in Q2 2026, its #372 holding.
  • Medallion Wealth Advisors first reported a position in Dell in Q4 2024 and has held it in 7 quarters since.
  • 2,135 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.