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Udine Wealth Management’s Dell DELL Stock Holding History

Udine Wealth Management’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
Q1 		– Sell
-14,629
Closed -$1.69M – 31
2024
Q4 		$1.69M Buy
14,629
+311
+2% +$39K 1.08% 27
2024
Q3 		$1.7M Buy
14,318
+705
+5% +$82.1K 1.2% 24
2024
Q2 		$1.88M Sell
13,613
-9,462
-41% -$1.27M 1.31% 17
2024
Q1 		$2.63M Buy
+23,075
New +$2.15M 1.82% 12

Other funds holding DELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Udine Wealth Management's DELL Position: Q1 2025 in Review

Udine Wealth Management sold out of Dell (DELL) in Q1 2025, closing a stake of 14,629 shares — an estimated $1.69M sold.

Udine Wealth Management first reported a position in DELL in Q1 2024 and held it in 4 quarters. The position peaked at $2.63M in Q1 2024. 1,272 funds tracked by Wall St. Rank hold DELL as of Q1 2025.

  • Udine Wealth Management reported no remaining Dell position as of Q1 2025 after selling out during the quarter.
  • Udine Wealth Management sold 14,629 Dell shares in Q1 2025, an estimated $1.69M.
  • Udine Wealth Management first reported a position in Dell in Q1 2024 and held it in 4 quarters.
  • Udine Wealth Management's Dell position peaked at $2.63M in Q1 2024.
  • 1,272 funds tracked by Wall St. Rank held Dell as of Q1 2025.

Based on Udine Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.