WE
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Wealth Effects’s Dell DELL Stock Holding History

Wealth Effects’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 		$494K Sell
1,145
-385
-25% -$111K 0.13% 134
2026
Q1 		$251K Sell
1,530
-360
-19% -$48K 0.09% 186
2025
Q4 		$238K Sell
1,890
-670
-26% -$94.4K 0.07% 182
2025
Q3 		$363K Sell
2,560
-85
-3% -$11K 0.12% 136
2025
Q2 		$324K Sell
2,645
-350
-12% -$35.8K 0.12% 140
2025
Q1 		$273K Sell
2,995
-495
-14% -$52.4K 0.11% 152
2024
Q4 		$402K Buy
3,490
+385
+12% +$48.3K 0.14% 128
2024
Q3 		$368K Buy
+3,105
New +$362K 0.13% 138

Other funds holding DELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealth Effects's DELL Position: Q2 2026 in Review

Wealth Effects reduced its Dell (DELL) stake by 25% in Q2 2026, selling an estimated $111K and leaving 1,145 shares worth $494K. The position accounts for 0.13% of the portfolio, ranked #134.

Wealth Effects first reported a position in DELL in Q3 2024 and has held it in 8 quarters since. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Wealth Effects held 1,145 shares of Dell worth $494K as of Q2 2026.
  • Wealth Effects sold 385 Dell shares in Q2 2026, an estimated $111K.
  • Dell made up 0.13% of Wealth Effects's portfolio in Q2 2026, its #134 holding.
  • Wealth Effects first reported a position in Dell in Q3 2024 and has held it in 8 quarters since.
  • 2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.