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SimplyRich’s Dell DELL Stock Holding History

SimplyRich’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 		$966K Hold
2,239
– – 0.23% 97
2026
Q1 		$367K Hold
2,239
– – 0.09% 182
2025
Q4 		$281K Hold
2,239
– – 0.07% 175
2025
Q3 		$317K Sell
2,239
-8
-0.4% -$1.04K 0.09% 176
2025
Q2 		$275K Buy
2,247
+8
+0.4% +$818 0.08% 193
2025
Q1 		$204K Sell
2,239
-694
-24% -$73.4K 0.06% 212
2024
Q4 		$337K Buy
2,933
+2
+0.1% +$251 0.1% 164
2024
Q3 		$347K Buy
2,931
+692
+31% +$80.6K 0.1% 166
2024
Q2 		$308K Hold
2,239
– – 0.1% 143
2024
Q1 		$256K Buy
+2,239
New +$209K 0.08% 165
2021
Q4 		– Sell
-4,418
Closed -$232K – 172
2021
Q3 		$232K Hold
4,418
– – 0.08% 159
2021
Q2 		$223K Buy
+4,418
New +$222K 0.1% 151

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

SimplyRich's DELL Position: Q2 2026 in Review

SimplyRich held its Dell (DELL) position steady in Q2 2026 at 2,239 shares worth $966K. The position accounts for 0.23% of the portfolio, ranked #97.

SimplyRich first reported a position in DELL in Q2 2021 and has held it in 12 quarters since. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • SimplyRich held 2,239 shares of Dell worth $966K as of Q2 2026.
  • SimplyRich left its Dell share count unchanged in Q2 2026.
  • Dell made up 0.23% of SimplyRich's portfolio in Q2 2026, its #97 holding.
  • SimplyRich first reported a position in Dell in Q2 2021 and has held it in 12 quarters since.
  • 2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.