ViaWealth’s Dell DELL Stock Holding History

ViaWealth’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
2024 Q3	–	Sell	-500	Closed	-$5.31K	–	152
2024 Q2	$5.31K	Buy	+500	New	+$67K	﹤0.01%	152

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

ViaWealth's DELL Position: Q2 2026 in Review

ViaWealth reduced its Dell (DELL) stake by 16% in Q2 2026, selling an estimated $147K and leaving 2,680 shares worth $1.16M. The position accounts for 0.58% of the portfolio, ranked #44.

ViaWealth first reported a position in DELL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.74M in Q3 2025. 2,133 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

ViaWealth held 2,680 shares of Dell worth $1.16M as of Q2 2026.
ViaWealth sold 509 Dell shares in Q2 2026, an estimated $147K.
Dell made up 0.58% of ViaWealth's portfolio in Q2 2026, its #44 holding.
ViaWealth first reported a position in Dell in Q2 2024 and has held it in 9 quarters since.
ViaWealth's Dell position peaked at $1.74M in Q3 2025.
2,133 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.