Net Worth Advisory Group’s Dell DELL Stock Holding History

Net Worth Advisory 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	$1.86M	Sell	4,315 -291	-6%	-$84.2K	0.47%	42
2026 Q1	$756K	Sell	4,606 -393	-8%	-$52.4K	0.16%	136
2025 Q4	$629K	Sell	4,999 -344	-6%	-$48.5K	0.13%	174
2025 Q3	$757K	Sell	5,343 -265	-5%	-$34.4K	0.22%	95
2025 Q2	$688K	Sell	5,608 -165	-3%	-$16.9K	0.15%	137
2025 Q1	$526K	Buy	+5,773	New	+$611K	0.17%	149

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

Net Worth Advisory Group's DELL Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Dell (DELL) stake by 6.3% in Q2 2026, selling an estimated $84.2K and leaving 4,315 shares worth $1.86M. The position accounts for 0.47% of the portfolio, ranked #42.

Net Worth Advisory Group first reported a position in DELL in Q1 2025 and has held it in 6 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Net Worth Advisory Group held 4,315 shares of Dell worth $1.86M as of Q2 2026.
Net Worth Advisory Group sold 291 Dell shares in Q2 2026, an estimated $84.2K.
Dell made up 0.47% of Net Worth Advisory Group's portfolio in Q2 2026, its #42 holding.
Net Worth Advisory Group first reported a position in Dell in Q1 2025 and has held it in 6 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.