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ORG Wealth Partners’s Dell DELL Stock Holding History

ORG Wealth Partners’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 		$725K Buy
1,681
+557
+50% +$161K 0.11% 105
2026
Q1 		$185K Buy
1,124
+4
+0.4% +$533 0.04% 238
2025
Q4 		$141K Hold
1,120
– – 0.03% 250
2025
Q3 		$159K Sell
1,120
-744
-40% -$96.5K 0.03% 235
2025
Q2 		$227K Sell
1,864
-141
-7% -$14.4K 0.05% 171
2025
Q1 		$184K Buy
2,005
+1,296
+183% +$137K 0.06% 194
2024
Q4 		$81.7K Buy
+709
New +$89K 0.03% 200

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

ORG Wealth Partners's DELL Position: Q2 2026 in Review

ORG Wealth Partners increased its Dell (DELL) stake by 50% in Q2 2026, buying an estimated $161K and bringing the position to 1,681 shares worth $725K. The position accounts for 0.11% of the portfolio, ranked #105.

ORG Wealth Partners first reported a position in DELL in Q4 2024 and has held it in 7 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • ORG Wealth Partners held 1,681 shares of Dell worth $725K as of Q2 2026.
  • ORG Wealth Partners bought 557 Dell shares in Q2 2026, an estimated $161K.
  • Dell made up 0.11% of ORG Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • ORG Wealth Partners first reported a position in Dell in Q4 2024 and has held it in 7 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.