Retirement Wealth Solutions
DELL icon

Retirement Wealth Solutions’s Dell DELL Stock Holding History

Retirement Wealth Solutions’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
Q3 		$47.9K Buy
89
+26
+41% +$12.2K 0.03% 115
2026
Q2 		$27.2K Buy
63
+6
+11% +$1.74K 0.02% 130
2026
Q1 		$9.36K Buy
57
+15
+36% +$2K 0.01% 215
2025
Q4 		$5.29K Hold
42
– – ﹤0.01% 302
2025
Q3 		$5.96K Hold
42
– – ﹤0.01% 280
2025
Q2 		$5.15K Hold
42
– – ﹤0.01% 292
2025
Q1 		$3.83K Hold
42
– – ﹤0.01% 315
2024
Q4 		$4.82K Buy
+42
New +$5.27K ﹤0.01% 295

Other funds holding DELL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return

Retirement Wealth Solutions's DELL Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Dell (DELL) stake by 41% in Q3 2026, buying an estimated $12.2K and bringing the position to 89 shares worth $47.9K. The position accounts for 0.03% of the portfolio, ranked #115.

Retirement Wealth Solutions first reported a position in DELL in Q4 2024 and has held it in 8 quarters since. 2,033 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Retirement Wealth Solutions held 89 shares of Dell worth $47.9K as of Q3 2026.
  • Retirement Wealth Solutions bought 26 Dell shares in Q3 2026, an estimated $12.2K.
  • Dell made up 0.03% of Retirement Wealth Solutions's portfolio in Q3 2026, its #115 holding.
  • Retirement Wealth Solutions first reported a position in Dell in Q4 2024 and has held it in 8 quarters since.
  • 2,033 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.