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Symphony Financial’s Dell DELL Stock Holding History

Symphony Financial’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 		$759K Buy
+1,775
New +$513K 0.08% 154
2024
Q3 		– Sell
-2,155
Closed -$300K – 232
2024
Q2 		$300K Buy
2,155
+8
+0.4% +$1.07K 0.05% 172
2024
Q1 		$245K Buy
+2,147
New +$200K 0.06% 163

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 $3.38T AUM 44.17% 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

Symphony Financial's DELL Position: Q2 2026 in Review

Symphony Financial opened a new position in Dell (DELL) in Q2 2026: 1,775 shares worth $759K. The stake represents 0.08% of the portfolio and ranks #154 among its holdings. This is a return to the name: Symphony Financial previously reported a position in DELL as recently as Q2 2024.

Symphony Financial first reported a position in DELL in Q1 2024 and has held it in 3 quarters since. 2,139 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Symphony Financial held 1,775 shares of Dell worth $759K as of Q2 2026.
  • Dell was a new Symphony Financial position in Q2 2026.
  • Dell made up 0.08% of Symphony Financial's portfolio in Q2 2026, its #154 holding.
  • Symphony Financial first reported a position in Dell in Q1 2024 and has held it in 3 quarters since.
  • 2,139 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.