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Sagespring Wealth Partners’s Dell DELL Stock Holding History

Sagespring 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 		$2M Sell
4,645
-93
-2% -$26.9K 0.03% 217
2026
Q1 		$778K Buy
4,738
+727
+18% +$96.9K 0.01% 389
2025
Q4 		$505K Sell
4,011
-380
-9% -$53.5K 0.01% 468
2025
Q3 		$622K Buy
4,391
+790
+22% +$103K 0.01% 413
2025
Q2 		$442K Buy
3,601
+1,175
+48% +$120K 0.01% 468
2025
Q1 		$221K Buy
+2,426
New +$257K 0.01% 613

Other funds holding DELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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

Sagespring Wealth Partners reduced its Dell (DELL) stake by 2% in Q2 2026, selling an estimated $26.9K and leaving 4,645 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #217.

Sagespring Wealth Partners first reported a position in DELL in Q1 2025 and has held it in 6 quarters since. 1,426 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Sagespring Wealth Partners held 4,645 shares of Dell worth $2M as of Q2 2026.
  • Sagespring Wealth Partners sold 93 Dell shares in Q2 2026, an estimated $26.9K.
  • Dell made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #217 holding.
  • Sagespring Wealth Partners first reported a position in Dell in Q1 2025 and has held it in 6 quarters since.
  • 1,426 funds tracked by Wall St. Rank held Dell as of Q2 2026.

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