U.S. Wealth Group’s DELL INC DELL Stock Holding History

U.S. Wealth Group’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
2025 Q4	$636K	Sell	5,051 -28	-0.6%	-$3.52K	0.42%	36
2025 Q3	$720K	Buy	5,079 +31	+0.6%	+$4.39K	0.47%	36
2025 Q2	$619K	Sell	5,048 -475	-9%	-$58.2K	0.48%	35
2025 Q1	$503K	Buy	5,523 +290	+6%	+$26.4K	0.4%	33
2024 Q4	$603K	Buy	+5,233	New	+$603K	0.46%	35

Other funds holding DELL

SIP

Stoneridge Investment Partners Radnor, Pennsylvania $152M AUM 20.58% 1-Year Est. Return

YAL

Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

U.S. Wealth Group's DELL Position: Q4 2025 in Review

U.S. Wealth Group reduced its DELL INC (DELL) stake by 0.55% in Q4 2025, selling an estimated $3.52K and leaving 5,051 shares worth $636K. The position accounts for 0.42% of the portfolio, ranked #36.

U.S. Wealth Group first reported a position in DELL in Q4 2024 and has held it in 5 quarters since. The position peaked at $720K in Q3 2025. 4 funds tracked by Wall St. Rank hold DELL as of Q4 2025.

U.S. Wealth Group held 5,051 shares of DELL INC worth $636K as of Q4 2025.
U.S. Wealth Group sold 28 DELL INC shares in Q4 2025, an estimated $3.52K.
DELL INC made up 0.42% of U.S. Wealth Group's portfolio in Q4 2025, its #36 holding.
U.S. Wealth Group first reported a position in DELL INC in Q4 2024 and has held it in 5 quarters since.
U.S. Wealth Group's DELL INC position peaked at $720K in Q3 2025.
4 funds tracked by Wall St. Rank held DELL INC as of Q4 2025.

Based on U.S. Wealth Group's 13F filing for Q4 2025, filed 17 Mar 2026.