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Spire Wealth Management’s Dell DELL Stock Holding History

Spire 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 		$10.5M Sell
24,412
-23,107
-49% -$6.68M 0.32% 74
2026
Q1 		$7.8M Sell
47,519
-4,042
-8% -$539K 0.27% 82
2025
Q4 		$6.49M Buy
51,561
+46,845
+993% +$6.6M 0.22% 93
2025
Q3 		$669K Buy
4,716
+2,105
+81% +$273K 0.02% 459
2025
Q2 		$311K Sell
2,611
-462
-15% -$47.2K 0.01% 629
2025
Q1 		$280K Sell
3,073
-217
-7% -$23K 0.01% 732
2024
Q4 		$379K Buy
3,290
+104
+3% +$13.1K 0.01% 643
2024
Q3 		$378K Buy
3,186
+1,351
+74% +$157K 0.01% 588
2024
Q2 		$253K Sell
1,835
-325
-15% -$43.6K 0.01% 660
2024
Q1 		$247K Sell
2,160
-368
-15% -$34.3K ﹤0.01% 720
2023
Q4 		$210K Buy
2,528
+100
+4% +$7.07K 0.01% 745
2023
Q3 		$167K Sell
2,428
-119
-5% -$7.09K 0.01% 766
2023
Q2 		$138K Sell
2,547
-295
-10% -$13.6K 0.01% 859
2023
Q1 		$114K Buy
2,842
+1,113
+64% +$44.8K ﹤0.01% 922
2022
Q4 		$70K Buy
1,729
+100
+6% +$3.96K ﹤0.01% 866
2022
Q3 		$56K Sell
1,629
-650
-29% -$27.4K ﹤0.01% 910
2022
Q2 		$105K Sell
2,279
-939
-29% -$44.3K ﹤0.01% 1018
2022
Q1 		$162K Buy
3,218
+610
+23% +$34.1K ﹤0.01% 970
2021
Q4 		$146K Sell
2,608
-2,739
-51% -$153K ﹤0.01% 1241
2021
Q3 		$282K Sell
5,347
-286
-5% -$14.3K 0.01% 782
2021
Q2 		$285K Sell
5,633
-541
-9% -$27.1K 0.01% 792
2021
Q1 		$276K Buy
+6,174
New +$253K 0.01% 912

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

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

Spire Wealth Management reduced its Dell (DELL) stake by 49% in Q2 2026, selling an estimated $6.68M and leaving 24,412 shares worth $10.5M. The position accounts for 0.32% of the portfolio, ranked #74.

Spire Wealth Management first reported a position in DELL in Q1 2021 and has held it in 22 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Spire Wealth Management held 24,412 shares of Dell worth $10.5M as of Q2 2026.
  • Spire Wealth Management sold 23,107 Dell shares in Q2 2026, an estimated $6.68M.
  • Dell made up 0.32% of Spire Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Spire Wealth Management first reported a position in Dell in Q1 2021 and has held it in 22 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

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