Twin Peaks Wealth Advisors’s Dell DELL Stock Holding History

Twin Peaks 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	–	Sell	-242	Closed	-$39.7K	–	725
2026 Q1	$39.7K	Buy	+242	New	+$32.2K	0.01%	488
2025 Q3	–	Sell	-225	Closed	-$31.9K	–	649
2025 Q2	$31.9K	Buy	+225	New	+$23K	0.01%	454
2024 Q3	–	Sell	-2,883	Closed	-$398K	–	136
2024 Q2	$398K	Buy	+2,883	New	+$386K	0.2%	85

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

Twin Peaks Wealth Advisors's DELL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Dell (DELL) in Q2 2026, closing a stake of 242 shares — an estimated $39.7K sold.

Twin Peaks Wealth Advisors first reported a position in DELL in Q2 2024 and held it in 3 quarters. The position peaked at $398K in Q2 2024. 2,135 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Dell position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 242 Dell shares in Q2 2026, an estimated $39.7K.
Twin Peaks Wealth Advisors first reported a position in Dell in Q2 2024 and held it in 3 quarters.
Twin Peaks Wealth Advisors's Dell position peaked at $398K in Q2 2024.
2,135 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.