Plancorp LLC’s Dell DELL Stock Holding History

Plancorp LLC’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	$503K	Sell	1,178 -177	-13%	-$51.2K	0.01%	256
2026 Q1	$241K	Buy	+1,355	New	+$181K	0.01%	328
2024 Q3	–	Sell	-1,521	Closed	-$210K	–	318
2024 Q2	$210K	Buy	+1,521	New	+$204K	0.01%	281

Other funds holding DELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plancorp LLC's DELL Position: Q2 2026 in Review

Plancorp LLC reduced its Dell (DELL) stake by 13% in Q2 2026, selling an estimated $51.2K and leaving 1,178 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #256.

Plancorp LLC first reported a position in DELL in Q2 2024 and has held it in 3 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Plancorp LLC held 1,178 shares of Dell worth $503K as of Q2 2026.
Plancorp LLC sold 177 Dell shares in Q2 2026, an estimated $51.2K.
Dell made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #256 holding.
Plancorp LLC first reported a position in Dell in Q2 2024 and has held it in 3 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.