SHP Wealth Management’s Dell DELL Stock Holding History

SHP Wealth 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 Q1	$554K	Buy	3,373 +130	+4%	+$17.3K	0.04%	140
2025 Q4	$408K	Buy	+3,243	New	+$457K	0.03%	168

Other funds holding DELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SHP Wealth Management's DELL Position: Q1 2026 in Review

SHP Wealth Management increased its Dell (DELL) stake by 4% in Q1 2026, buying an estimated $17.3K and bringing the position to 3,373 shares worth $554K. The position accounts for 0.04% of the portfolio, ranked #140.

SHP Wealth Management first reported a position in DELL in Q4 2025 and has held it in 2 quarters since. 1,637 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

SHP Wealth Management held 3,373 shares of Dell worth $554K as of Q1 2026.
SHP Wealth Management bought 130 Dell shares in Q1 2026, an estimated $17.3K.
Dell made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #140 holding.
SHP Wealth Management first reported a position in Dell in Q4 2025 and has held it in 2 quarters since.
1,637 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.