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Simplicity Wealth’s Dell DELL Stock Holding History

Simplicity Wealth’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 		$724K Buy
1,678
+367
+28% +$106K 0.02% 526
2026
Q1 		$215K Buy
+1,311
New +$175K 0.01% 703
2024
Q3 		– Sell
-10,150
Closed -$1.4M – 661
2024
Q2 		$1.4M Buy
10,150
+628
+7% +$84.2K 0.03% 432
2024
Q1 		$1.09M Buy
+9,522
New +$888K 0.03% 495

Other funds holding DELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Simplicity Wealth's DELL Position: Q2 2026 in Review

Simplicity Wealth increased its Dell (DELL) stake by 28% in Q2 2026, buying an estimated $106K and bringing the position to 1,678 shares worth $724K. The position accounts for 0.02% of the portfolio, ranked #526.

Simplicity Wealth first reported a position in DELL in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.4M in Q2 2024. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Simplicity Wealth held 1,678 shares of Dell worth $724K as of Q2 2026.
  • Simplicity Wealth bought 367 Dell shares in Q2 2026, an estimated $106K.
  • Dell made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #526 holding.
  • Simplicity Wealth first reported a position in Dell in Q1 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's Dell position peaked at $1.4M in Q2 2024.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.