United Financial Planning Group’s Dell DELL Stock Holding History

United Financial Planning 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 Q1	–	Sell	-23	Closed	-$2.9K	–	511
2025 Q4	$2.9K	Buy	+23	New	+$3.24K	﹤0.01%	313

Other funds holding DELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

United Financial Planning Group's DELL Position: Q1 2026 in Review

United Financial Planning Group sold out of Dell (DELL) in Q1 2026, closing a stake of 23 shares — an estimated $2.9K sold.

United Financial Planning Group first reported a position in DELL in Q4 2025 and held it in 1 quarter. The position peaked at $2.9K in Q4 2025. 1,646 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

United Financial Planning Group reported no remaining Dell position as of Q1 2026 after selling out during the quarter.
United Financial Planning Group sold 23 Dell shares in Q1 2026, an estimated $2.9K.
United Financial Planning Group first reported a position in Dell in Q4 2025 and held it in 1 quarter.
United Financial Planning Group's Dell position peaked at $2.9K in Q4 2025.
1,646 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.