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Planning Directions’s Dell DELL Stock Holding History

Planning Directions’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
Q1 		$402K Buy
2,448
+10
+0.4% +$1.33K 0.2% 60
2025
Q4 		$307K Sell
2,438
-146
-6% -$20.6K 0.15% 68
2025
Q3 		$366K Buy
2,584
+59
+2% +$7.66K 0.19% 60
2025
Q2 		$310K Buy
+2,525
New +$258K 0.17% 61

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

Planning Directions's DELL Position: Q1 2026 in Review

Planning Directions increased its Dell (DELL) stake by 0.41% in Q1 2026, buying an estimated $1.33K and bringing the position to 2,448 shares worth $402K. The position accounts for 0.2% of the portfolio, ranked #60.

Planning Directions first reported a position in DELL in Q2 2025 and has held it in 4 quarters since. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • Planning Directions held 2,448 shares of Dell worth $402K as of Q1 2026.
  • Planning Directions bought 10 Dell shares in Q1 2026, an estimated $1.33K.
  • Dell made up 0.2% of Planning Directions's portfolio in Q1 2026, its #60 holding.
  • Planning Directions first reported a position in Dell in Q2 2025 and has held it in 4 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.