Strategic Wealth Partners’s Dell DELL Stock Holding History

Strategic Wealth Partners’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	$229K	Buy	530 +488	+1,162%	+$141K	0.01%	297
2026 Q1	$6.89K	Hold	42	–	–	﹤0.01%	975
2025 Q4	$5.29K	Hold	42	–	–	﹤0.01%	1040
2025 Q3	$5.95K	Hold	42	–	–	﹤0.01%	1011
2025 Q2	$5.15K	Buy	+42	New	+$4.29K	﹤0.01%	893
2019 Q4	–	Sell	-95	Closed	-$2	–	210
2019 Q3	$2	Hold	95	–	–	﹤0.01%	685
2019 Q2	$2K	Hold	95	–	–	﹤0.01%	689
2019 Q1	$3K	Hold	95	–	–	﹤0.01%	696
2018 Q4	$2K	Sell	95 -1	-1%	-$27	﹤0.01%	631
2018 Q3	$3K	Hold	96	–	–	﹤0.01%	583
2018 Q2	$2K	Buy	+96	New	+$2.12K	﹤0.01%	693

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 $3.37T AUM 44.26% 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

Strategic Wealth Partners's DELL Position: Q2 2026 in Review

Strategic Wealth Partners increased its Dell (DELL) stake by 1,162% in Q2 2026, buying an estimated $141K and bringing the position to 530 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #297.

Strategic Wealth Partners first reported a position in DELL in Q2 2018 and has held it in 11 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Strategic Wealth Partners held 530 shares of Dell worth $229K as of Q2 2026.
Strategic Wealth Partners bought 488 Dell shares in Q2 2026, an estimated $141K.
Dell made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #297 holding.
Strategic Wealth Partners first reported a position in Dell in Q2 2018 and has held it in 11 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.