Principia Wealth Advisory’s Dell DELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$8.31K Buy
66
+52
+371% +$7.33K 0.01% 219
2025
Q3
$1.99K Buy
14
+2
+17% +$259 ﹤0.01% 435
2025
Q2
$1.47K Sell
12
-31
-72% -$3.17K ﹤0.01% 463
2025
Q1
$3.62K Buy
43
+37
+617% +$3.91K ﹤0.01% 216
2024
Q4
$691 Buy
+6
New +$753 ﹤0.01% 447

Other funds holding DELL

Principia Wealth Advisory's DELL Position: Q4 2025 in Review

Principia Wealth Advisory increased its Dell (DELL) stake by 371% in Q4 2025, buying an estimated $7.33K and bringing the position to 66 shares worth $8.31K. The position accounts for 0.01% of the portfolio, ranked #219.

Principia Wealth Advisory first reported a position in DELL in Q4 2024 and has held it in 5 quarters since. 1,516 funds tracked by Wall St. Rank hold DELL as of Q4 2025.

  • Principia Wealth Advisory held 66 shares of Dell worth $8.31K as of Q4 2025.
  • Principia Wealth Advisory bought 52 Dell shares in Q4 2025, an estimated $7.33K.
  • Dell made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #219 holding.
  • Principia Wealth Advisory first reported a position in Dell in Q4 2024 and has held it in 5 quarters since.
  • 1,516 funds tracked by Wall St. Rank held Dell as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.