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 Q2	$1.48M	Buy	3,431 +58	+2%	+$16.8K	0.1%	71
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

SHP Wealth Management's DELL Position: Q2 2026 in Review

SHP Wealth Management increased its Dell (DELL) stake by 1.7% in Q2 2026, buying an estimated $16.8K and bringing the position to 3,431 shares worth $1.48M. The position accounts for 0.1% of the portfolio, ranked #71.

SHP Wealth Management first reported a position in DELL in Q4 2025 and has held it in 3 quarters since. 2,138 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

SHP Wealth Management held 3,431 shares of Dell worth $1.48M as of Q2 2026.
SHP Wealth Management bought 58 Dell shares in Q2 2026, an estimated $16.8K.
Dell made up 0.1% of SHP Wealth Management's portfolio in Q2 2026, its #71 holding.
SHP Wealth Management first reported a position in Dell in Q4 2025 and has held it in 3 quarters since.
2,138 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.