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Primoris Wealth Advisors’s Dell DELL Stock Holding History

Primoris Wealth Advisors’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 		$647K Buy
+1,500
New +$434K 0.3% 62
2022
Q1 		– Sell
-89,308
Closed -$5.01M – 81
2021
Q4 		$5.01M Buy
+89,308
New +$4.98M 4.04% 3

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 $3.37T AUM 44.26% 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

Primoris Wealth Advisors's DELL Position: Q2 2026 in Review

Primoris Wealth Advisors opened a new position in Dell (DELL) in Q2 2026: 1,500 shares worth $647K. The stake represents 0.3% of the portfolio and ranks #62 among its holdings. This is a return to the name: Primoris Wealth Advisors previously reported a position in DELL as recently as Q4 2021.

Primoris Wealth Advisors first reported a position in DELL in Q4 2021 and has held it in 2 quarters since. The position peaked at $5.01M in Q4 2021. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Primoris Wealth Advisors held 1,500 shares of Dell worth $647K as of Q2 2026.
  • Dell was a new Primoris Wealth Advisors position in Q2 2026.
  • Dell made up 0.3% of Primoris Wealth Advisors's portfolio in Q2 2026, its #62 holding.
  • Primoris Wealth Advisors first reported a position in Dell in Q4 2021 and has held it in 2 quarters since.
  • Primoris Wealth Advisors's Dell position peaked at $5.01M in Q4 2021.
  • 2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.