Secure Asset Management’s Dell DELL Stock Holding History

Secure Asset Management’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	$2.9M	Sell	6,725 -2,791	-29%	-$807K	0.41%	65
2026 Q1	$1.56M	Sell	9,516 -4,026	-30%	-$536K	0.25%	105
2025 Q4	$1.7M	Buy	13,542 +2,821	+26%	+$397K	0.27%	97
2025 Q3	$1.6M	Buy	+10,721	New	+$1.39M	0.26%	100

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

Secure Asset Management's DELL Position: Q2 2026 in Review

Secure Asset Management reduced its Dell (DELL) stake by 29% in Q2 2026, selling an estimated $807K and leaving 6,725 shares worth $2.9M. The position accounts for 0.41% of the portfolio, ranked #65.

Secure Asset Management first reported a position in DELL in Q3 2025 and has held it in 4 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Secure Asset Management held 6,725 shares of Dell worth $2.9M as of Q2 2026.
Secure Asset Management sold 2,791 Dell shares in Q2 2026, an estimated $807K.
Dell made up 0.41% of Secure Asset Management's portfolio in Q2 2026, its #65 holding.
Secure Asset Management first reported a position in Dell in Q3 2025 and has held it in 4 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.