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
2026 Q2	–	Sell	-5,051	Closed	-$829K	–	48
2026 Q1	$829K	Hold	5,051	–	–	0.56%	36
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

CIA

CCM Investment Advisers Columbia, South Carolina $1.29B AUM 60.91% 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 $179M AUM 29.67% 1-Year Est. Return

U.S. Wealth Group's DELL Position: Q2 2026 in Review

U.S. Wealth Group sold out of DELL INC (DELL) in Q2 2026, closing a stake of 5,051 shares — an estimated $829K sold.

U.S. Wealth Group first reported a position in DELL in Q4 2024 and held it in 6 quarters. The position peaked at $829K in Q1 2026. 3 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

U.S. Wealth Group reported no remaining DELL INC position as of Q2 2026 after selling out during the quarter.
U.S. Wealth Group sold 5,051 DELL INC shares in Q2 2026, an estimated $829K.
U.S. Wealth Group first reported a position in DELL INC in Q4 2024 and held it in 6 quarters.
U.S. Wealth Group's DELL INC position peaked at $829K in Q1 2026.
3 funds tracked by Wall St. Rank held DELL INC as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.