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Perigon Wealth Management’s Dell DELL Stock Holding History

Perigon 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
2021
Q4 		– Sell
-17,954
Closed -$238K – 586
2021
Q3 		$238K Hold
17,954
– – 0.02% 471
2021
Q2 		$208K Buy
+17,954
New +$900K 0.02% 490

Other funds holding DELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Perigon Wealth Management's DELL Position: Q1 2026 in Review

Perigon Wealth Management reduced its Dell (DELL) stake by 12% in Q1 2026, selling an estimated $71.5K and leaving 4,069 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #664.

Perigon Wealth Management first reported a position in DELL in Q1 2020 and has held it in 19 quarters since. The position peaked at $1.39M in Q4 2024. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • Perigon Wealth Management held 4,069 shares of Dell worth $668K as of Q1 2026.
  • Perigon Wealth Management sold 537 Dell shares in Q1 2026, an estimated $71.5K.
  • Dell made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #664 holding.
  • Perigon Wealth Management first reported a position in Dell in Q1 2020 and has held it in 19 quarters since.
  • Perigon Wealth Management's Dell position peaked at $1.39M in Q4 2024.
  • 1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.