Principle Wealth Partners’s Dell DELL Stock Holding History

Principle 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 Q2	$1.43M	Buy	3,319 +60	+2%	+$17.4K	0.07%	162
2026 Q1	$535K	Hold	3,259	–	–	0.03%	231
2025 Q4	$410K	Hold	3,259	–	–	0.02%	270
2025 Q3	$462K	Buy	3,259 +40	+1%	+$5.19K	0.03%	242
2025 Q2	$395K	Buy	3,219 +143	+5%	+$14.6K	0.02%	259
2025 Q1	$280K	Hold	3,076	–	–	0.02%	297
2024 Q4	$354K	Hold	3,076	–	–	0.02%	265
2024 Q3	$365K	Hold	3,076	–	–	0.03%	261
2024 Q2	$424K	Hold	3,076	–	–	0.03%	239
2024 Q1	$351K	Hold	3,076	–	–	0.03%	263
2023 Q4	$235K	Sell	3,076 -19	-0.6%	-$1.34K	0.02%	305
2023 Q3	$213K	Buy	+3,095	New	+$184K	0.02%	304
2021 Q4	–	Sell	-6,988	Closed	-$369K	–	322
2021 Q3	$369K	Hold	6,988	–	–	0.04%	231
2021 Q2	$353K	Hold	6,988	–	–	0.04%	230
2021 Q1	$312K	Hold	6,988	–	–	0.04%	230
2020 Q4	$260K	Buy	+6,988	New	+$243K	0.03%	239
2020 Q3	–	Sell	-541	Closed	-$15K	–	216
2020 Q2	$15K	Buy	+541	New	+$12.2K	﹤0.01%	375

Other funds holding DELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principle Wealth Partners's DELL Position: Q2 2026 in Review

Principle Wealth Partners increased its Dell (DELL) stake by 1.8% in Q2 2026, buying an estimated $17.4K and bringing the position to 3,319 shares worth $1.43M. The position accounts for 0.07% of the portfolio, ranked #162.

Principle Wealth Partners first reported a position in DELL in Q2 2020 and has held it in 17 quarters since. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Principle Wealth Partners held 3,319 shares of Dell worth $1.43M as of Q2 2026.
Principle Wealth Partners bought 60 Dell shares in Q2 2026, an estimated $17.4K.
Dell made up 0.07% of Principle Wealth Partners's portfolio in Q2 2026, its #162 holding.
Principle Wealth Partners first reported a position in Dell in Q2 2020 and has held it in 17 quarters since.
2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.