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
2026
Q2
$31.5K Buy
73
+2
+3% +$578 0.02% 148
2026
Q1
$11.7K Buy
71
+5
+8% +$666 0.01% 197
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: Q2 2026 in Review

Principia Wealth Advisory increased its Dell (DELL) stake by 2.8% in Q2 2026, buying an estimated $578 and bringing the position to 73 shares worth $31.5K. The position accounts for 0.02% of the portfolio, ranked #148.

Principia Wealth Advisory first reported a position in DELL in Q4 2024 and has held it in 7 quarters since. 2,139 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Principia Wealth Advisory held 73 shares of Dell worth $31.5K as of Q2 2026.
  • Principia Wealth Advisory bought 2 Dell shares in Q2 2026, an estimated $578.
  • Dell made up 0.02% of Principia Wealth Advisory's portfolio in Q2 2026, its #148 holding.
  • Principia Wealth Advisory first reported a position in Dell in Q4 2024 and has held it in 7 quarters since.
  • 2,139 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.