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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Triad Wealth Partners increased its Dell (DELL) stake by 10% in Q2 2026, buying an estimated $86.5K and bringing the position to 3,254 shares worth $1.4M. The position accounts for 0.08% of the portfolio, ranked #159.

Triad Wealth Partners first reported a position in DELL in Q2 2024 and has held it in 6 quarters since. 2,134 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Triad Wealth Partners held 3,254 shares of Dell worth $1.4M as of Q2 2026.
  • Triad Wealth Partners bought 299 Dell shares in Q2 2026, an estimated $86.5K.
  • Dell made up 0.08% of Triad Wealth Partners's portfolio in Q2 2026, its #159 holding.
  • Triad Wealth Partners first reported a position in Dell in Q2 2024 and has held it in 6 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.