Mission Wealth Management’s Dell DELL Stock Holding History

Mission 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	$2.38M	Buy	5,509 +2,581	+88%	+$747K	0.03%	275
2026 Q1	$481K	Sell	2,928 -346	-11%	-$46.1K	0.01%	501
2025 Q4	$412K	Sell	3,274 -41	-1%	-$5.78K	0.01%	537
2025 Q3	$470K	Sell	3,315 -7	-0.2%	-$908	0.01%	503
2025 Q2	$407K	Buy	3,322 +285	+9%	+$29.1K	0.01%	519
2025 Q1	$277K	Buy	3,037 +1,167	+62%	+$123K	0.01%	572
2024 Q4	$216K	Sell	1,870 -402	-18%	-$50.4K	0.01%	614
2024 Q3	$269K	Buy	2,272 +282	+14%	+$32.8K	0.01%	564
2024 Q2	$274K	Buy	1,990 +607	+44%	+$81.4K	0.01%	547
2024 Q1	$158K	Buy	+1,383	New	+$129K	﹤0.01%	660

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

Mission Wealth Management's DELL Position: Q2 2026 in Review

Mission Wealth Management increased its Dell (DELL) stake by 88% in Q2 2026, buying an estimated $747K and bringing the position to 5,509 shares worth $2.38M. The position accounts for 0.03% of the portfolio, ranked #275.

Mission Wealth Management first reported a position in DELL in Q1 2024 and has held it in 10 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Mission Wealth Management held 5,509 shares of Dell worth $2.38M as of Q2 2026.
Mission Wealth Management bought 2,581 Dell shares in Q2 2026, an estimated $747K.
Dell made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #275 holding.
Mission Wealth Management first reported a position in Dell in Q1 2024 and has held it in 10 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.