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Timothy G. Youngquist 2020 Irrevocable Trust’s Dell DELL Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-14,240
Closed -$2.34M – 221
2026
Q1 		$2.34M Buy
+14,240
New +$1.9M 1.01% 28

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

Timothy G. Youngquist 2020 Irrevocable Trust's DELL Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Dell (DELL) in Q2 2026, closing a stake of 14,240 shares — an estimated $2.34M sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in DELL in Q1 2026 and held it in 1 quarter. The position peaked at $2.34M in Q1 2026. 2,138 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Dell position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 14,240 Dell shares in Q2 2026, an estimated $2.34M.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Dell in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Dell position peaked at $2.34M in Q1 2026.
  • 2,138 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.