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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Triad Wealth Partners's DELL Position: Q1 2026 in Review

Triad Wealth Partners increased its Dell (DELL) stake by 14% in Q1 2026, buying an estimated $47K and bringing the position to 2,955 shares worth $485K. The position accounts for 0.04% of the portfolio, ranked #281.

Triad Wealth Partners first reported a position in DELL in Q2 2024 and has held it in 5 quarters since. 1,633 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • Triad Wealth Partners held 2,955 shares of Dell worth $485K as of Q1 2026.
  • Triad Wealth Partners bought 353 Dell shares in Q1 2026, an estimated $47K.
  • Dell made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #281 holding.
  • Triad Wealth Partners first reported a position in Dell in Q2 2024 and has held it in 5 quarters since.
  • 1,633 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.