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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Principle Wealth Partners's DELL Position: Q1 2026 in Review

Principle Wealth Partners held its Dell (DELL) position steady in Q1 2026 at 3,259 shares worth $535K. The position accounts for 0.03% of the portfolio, ranked #231.

Principle Wealth Partners first reported a position in DELL in Q2 2020 and has held it in 16 quarters since. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

Principle Wealth Partners held 3,259 shares of Dell worth $535K as of Q1 2026.
Principle Wealth Partners left its Dell share count unchanged in Q1 2026.
Dell made up 0.03% of Principle Wealth Partners's portfolio in Q1 2026, its #231 holding.
Principle Wealth Partners first reported a position in Dell in Q2 2020 and has held it in 16 quarters since.
1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.