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PDS Planning’s Dell DELL Stock Holding History

PDS Planning’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 		$926K Buy
2,146
+171
+9% +$49.5K 0.05% 169
2026
Q1 		$324K Buy
1,975
+246
+14% +$32.8K 0.02% 373
2025
Q4 		$218K Buy
1,729
+153
+10% +$21.6K 0.01% 490
2025
Q3 		$223K Sell
1,576
-193
-11% -$25K 0.02% 465
2025
Q2 		$217K Buy
+1,769
New +$181K 0.02% 458

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

PDS Planning's DELL Position: Q2 2026 in Review

PDS Planning increased its Dell (DELL) stake by 8.7% in Q2 2026, buying an estimated $49.5K and bringing the position to 2,146 shares worth $926K. The position accounts for 0.05% of the portfolio, ranked #169.

PDS Planning first reported a position in DELL in Q2 2025 and has held it in 5 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • PDS Planning held 2,146 shares of Dell worth $926K as of Q2 2026.
  • PDS Planning bought 171 Dell shares in Q2 2026, an estimated $49.5K.
  • Dell made up 0.05% of PDS Planning's portfolio in Q2 2026, its #169 holding.
  • PDS Planning first reported a position in Dell in Q2 2025 and has held it in 5 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.