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Private Wealth Partners’s Dell DELL Stock Holding History

Private 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 		$458K Buy
+1,061
New +$307K 0.03% 132
2025
Q1 		– Sell
-6,186
Closed -$713K – 165
2024
Q4 		$713K Buy
6,186
+716
+13% +$89.9K 0.05% 107
2024
Q3 		$648K Buy
+5,470
New +$637K 0.05% 109

Other funds holding DELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Private Wealth Partners opened a new position in Dell (DELL) in Q2 2026: 1,061 shares worth $458K. The stake represents 0.03% of the portfolio and ranks #132 among its holdings. This is a return to the name: Private Wealth Partners previously reported a position in DELL as recently as Q4 2024.

Private Wealth Partners first reported a position in DELL in Q3 2024 and has held it in 3 quarters since. The position peaked at $713K in Q4 2024. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Private Wealth Partners held 1,061 shares of Dell worth $458K as of Q2 2026.
  • Dell was a new Private Wealth Partners position in Q2 2026.
  • Dell made up 0.03% of Private Wealth Partners's portfolio in Q2 2026, its #132 holding.
  • Private Wealth Partners first reported a position in Dell in Q3 2024 and has held it in 3 quarters since.
  • Private Wealth Partners's Dell position peaked at $713K in Q4 2024.
  • 2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.