Private Wealth Management Group’s Dell DELL Stock Holding History

Private Wealth Management Group’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	$5.18K	Sell	12 -1	-8%	-$289	﹤0.01%	833
2026 Q1	$2.13K	Hold	13	–	–	﹤0.01%	1068
2025 Q4	$1.64K	Hold	13	–	–	﹤0.01%	1150
2025 Q3	$1.84K	Hold	13	–	–	﹤0.01%	1135
2025 Q2	$1.59K	Buy	+13	New	+$1.33K	﹤0.01%	1155
2025 Q1	–	Sell	-2	Closed	-$231	–	1509
2024 Q4	$231	Hold	2	–	–	﹤0.01%	1483
2024 Q3	$238	Buy	+2	New	+$233	﹤0.01%	1462
2024 Q1	–	Sell	-12	Closed	-$918	–	1520
2023 Q4	$918	Buy	+12	New	+$848	﹤0.01%	1315

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

Private Wealth Management Group's DELL Position: Q2 2026 in Review

Private Wealth Management Group reduced its Dell (DELL) stake by 7.7% in Q2 2026, selling an estimated $289 and leaving 12 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Private Wealth Management Group first reported a position in DELL in Q4 2023 and has held it in 8 quarters since. 2,123 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Private Wealth Management Group held 12 shares of Dell worth $5.18K as of Q2 2026.
Private Wealth Management Group sold 1 Dell share in Q2 2026, an estimated $289.
Dell made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #833 holding.
Private Wealth Management Group first reported a position in Dell in Q4 2023 and has held it in 8 quarters since.
2,123 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.