TCI Wealth Advisors’s Dell DELL Stock Holding History

TCI Wealth Advisors’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	$298K	Buy	+690	New	+$200K	0.01%	207
2023 Q2	–	Sell	-556	Closed	-$22.4K	–	720
2023 Q1	$22.4K	Sell	556 -3	-0.5%	-$121	﹤0.01%	661
2022 Q4	$22.5K	Buy	559 +541	+3,006%	+$21.4K	﹤0.01%	640
2022 Q3	$1K	Sell	18 -14	-44%	-$589	﹤0.01%	2069
2022 Q2	$1K	Sell	32 -189	-86%	-$8.93K	﹤0.01%	2115
2022 Q1	$11K	Sell	221 -161	-42%	-$8.99K	﹤0.01%	1029
2021 Q4	$21K	Sell	382 -202	-35%	-$11.3K	﹤0.01%	677
2021 Q3	$31K	Buy	584 +452	+342%	+$22.5K	﹤0.01%	536
2021 Q2	$7K	Buy	132 +18	+16%	+$903	﹤0.01%	1193
2021 Q1	$5K	Buy	114 +90	+375%	+$3.69K	﹤0.01%	1240
2020 Q4	$1K	Sell	24 -801	-97%	-$27.9K	﹤0.01%	1359
2020 Q3	$28K	Hold	825	–	–	0.01%	394
2020 Q2	$23K	Buy	825 +18	+2%	+$404	0.01%	418
2020 Q1	$16K	Sell	807 -381	-32%	-$8.79K	0.01%	481
2019 Q4	$31K	Sell	1,188 -114	-9%	-$2.96K	0.01%	469
2019 Q3	$34K	Hold	1,302	–	–	0.02%	393
2019 Q2	$34K	Sell	1,302 -26	-2%	-$811	0.02%	377
2019 Q1	$39K	Buy	+1,328	New	+$35K	0.02%	384
2018 Q4	–	Sell	-1,436	Closed	-$39K	–	1480
2018 Q3	$39K	Hold	1,436	–	–	0.02%	381
2018 Q2	$34K	Buy	1,436 +14	+1%	+$309	0.02%	390
2018 Q1	$29K	Hold	1,422	–	–	0.01%	411
2017 Q4	$32K	Hold	1,422	–	–	0.01%	403
2017 Q3	$31K	Hold	1,422	–	–	0.02%	391
2017 Q2	$24K	Sell	1,422 -57	-4%	-$1.04K	0.01%	433
2017 Q1	$27K	Sell	1,479 -10	-0.7%	-$175	0.01%	400
2016 Q4	$23K	Sell	1,489 -54	-3%	-$774	0.01%	454
2016 Q3	$21K	Buy	+1,543	New	+$21K	0.01%	439

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

TCI Wealth Advisors's DELL Position: Q2 2026 in Review

TCI Wealth Advisors opened a new position in Dell (DELL) in Q2 2026: 690 shares worth $298K. The stake represents 0.01% of the portfolio and ranks #207 among its holdings. This is a return to the name: TCI Wealth Advisors previously reported a position in DELL as recently as Q1 2023.

TCI Wealth Advisors first reported a position in DELL in Q3 2016 and has held it in 27 quarters since. 2,134 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

TCI Wealth Advisors held 690 shares of Dell worth $298K as of Q2 2026.
Dell was a new TCI Wealth Advisors position in Q2 2026.
Dell made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #207 holding.
TCI Wealth Advisors first reported a position in Dell in Q3 2016 and has held it in 27 quarters since.
2,134 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.