Perigon Wealth Management’s Dell DELL Stock Holding History

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

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

Perigon Wealth Management increased its Dell (DELL) stake by 13% in Q2 2026, buying an estimated $149K and bringing the position to 4,584 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #414.

Perigon Wealth Management first reported a position in DELL in Q1 2020 and has held it in 20 quarters since. 2,139 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Perigon Wealth Management held 4,584 shares of Dell worth $1.98M as of Q2 2026.
  • Perigon Wealth Management bought 515 Dell shares in Q2 2026, an estimated $149K.
  • Dell made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #414 holding.
  • Perigon Wealth Management first reported a position in Dell in Q1 2020 and has held it in 20 quarters since.
  • 2,139 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.