Precedent Wealth Partners
DELL icon

Precedent Wealth Partners’s Dell DELL Stock Holding History

Precedent Wealth Partners’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
Q3 		$355K Buy
+661
New +$310K 0.05% 158

Other funds holding DELL

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Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return

Precedent Wealth Partners's DELL Position: Q3 2026 in Review

Precedent Wealth Partners opened a new position in Dell (DELL) in Q3 2026: 661 shares worth $355K. The stake represents 0.05% of the portfolio and ranks #158 among its holdings.

2,033 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Precedent Wealth Partners held 661 shares of Dell worth $355K as of Q3 2026.
  • Dell was a new Precedent Wealth Partners position in Q3 2026.
  • Dell made up 0.05% of Precedent Wealth Partners's portfolio in Q3 2026, its #158 holding.
  • 2,033 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.