Triad Wealth Partners
DELL icon

Triad Wealth Partners’s Dell DELL Stock Holding History

Triad 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
Q3 		$1.69M Sell
3,143
-111
-3% -$52.1K 0.09% 149
2026
Q2 		$1.4M Buy
3,254
+299
+10% +$86.5K 0.08% 159
2026
Q1 		$485K Buy
2,955
+353
+14% +$47K 0.04% 281
2025
Q4 		$328K Buy
2,602
+239
+10% +$33.7K 0.03% 362
2025
Q3 		$335K Buy
2,363
+136
+6% +$17.6K 0.04% 262
2025
Q2 		$273K Buy
+2,227
New +$228K 0.06% 232
2024
Q3 		– Sell
-1,106
Closed -$153K – 251
2024
Q2 		$153K Buy
+1,106
New +$148K 0.08% 111

Other funds holding DELL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return

Triad Wealth Partners's DELL Position: Q3 2026 in Review

Triad Wealth Partners reduced its Dell (DELL) stake by 3.4% in Q3 2026, selling an estimated $52.1K and leaving 3,143 shares worth $1.69M. The position accounts for 0.09% of the portfolio, ranked #149.

Triad Wealth Partners first reported a position in DELL in Q2 2024 and has held it in 7 quarters since. 2,033 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Triad Wealth Partners held 3,143 shares of Dell worth $1.69M as of Q3 2026.
  • Triad Wealth Partners sold 111 Dell shares in Q3 2026, an estimated $52.1K.
  • Dell made up 0.09% of Triad Wealth Partners's portfolio in Q3 2026, its #149 holding.
  • Triad Wealth Partners first reported a position in Dell in Q2 2024 and has held it in 7 quarters since.
  • 2,033 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.