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 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 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

Medallion Wealth Advisors's DELL Position: Q1 2026 in Review

Medallion Wealth Advisors held its Dell (DELL) position steady in Q1 2026 at 309 shares worth $50.7K. The position accounts for 0.02% of the portfolio, ranked #474.

Medallion Wealth Advisors first reported a position in DELL in Q4 2024 and has held it in 6 quarters since. 1,633 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

Medallion Wealth Advisors held 309 shares of Dell worth $50.7K as of Q1 2026.
Medallion Wealth Advisors left its Dell share count unchanged in Q1 2026.
Dell made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #474 holding.
Medallion Wealth Advisors first reported a position in Dell in Q4 2024 and has held it in 6 quarters since.
1,633 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.