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Personal CFO Solutions’s Dell DELL Stock Holding History

Personal CFO Solutions’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 		$479K Buy
+1,109
New +$321K 0.07% 263
2025
Q1 		– Sell
-2,300
Closed -$265K – 458
2024
Q4 		$265K Sell
2,300
-533
-19% -$66.9K 0.05% 361
2024
Q3 		$336K Buy
2,833
+1,149
+68% +$134K 0.05% 375
2024
Q2 		$232K Buy
+1,684
New +$226K 0.04% 456

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 $3.38T AUM 44.17% 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

Personal CFO Solutions's DELL Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in Dell (DELL) in Q2 2026: 1,109 shares worth $479K. The stake represents 0.07% of the portfolio and ranks #263 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in DELL as recently as Q4 2024.

Personal CFO Solutions first reported a position in DELL in Q2 2024 and has held it in 4 quarters since. 2,139 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Personal CFO Solutions held 1,109 shares of Dell worth $479K as of Q2 2026.
  • Dell was a new Personal CFO Solutions position in Q2 2026.
  • Dell made up 0.07% of Personal CFO Solutions's portfolio in Q2 2026, its #263 holding.
  • Personal CFO Solutions first reported a position in Dell in Q2 2024 and has held it in 4 quarters since.
  • 2,139 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.