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Root Financial Partners’s Dell DELL Stock Holding History

Root Financial 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 		$227K Buy
1,380
+169
+14% +$22.5K 0.01% 310
2025
Q4 		$152K Sell
1,211
-7
-0.6% -$986 0.01% 344
2025
Q3 		$173K Buy
+1,218
New +$158K 0.01% 309
2024
Q3 		– Sell
-2,057
Closed -$284K – 154
2024
Q2 		$284K Buy
+2,057
New +$276K 0.07% 94

Other funds holding DELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Root Financial Partners's DELL Position: Q1 2026 in Review

Root Financial Partners increased its Dell (DELL) stake by 14% in Q1 2026, buying an estimated $22.5K and bringing the position to 1,380 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #310.

Root Financial Partners first reported a position in DELL in Q2 2024 and has held it in 4 quarters since. The position peaked at $284K in Q2 2024. 1,633 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • Root Financial Partners held 1,380 shares of Dell worth $227K as of Q1 2026.
  • Root Financial Partners bought 169 Dell shares in Q1 2026, an estimated $22.5K.
  • Dell made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #310 holding.
  • Root Financial Partners first reported a position in Dell in Q2 2024 and has held it in 4 quarters since.
  • Root Financial Partners's Dell position peaked at $284K in Q2 2024.
  • 1,633 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.