WE
DELL icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Effects's DELL Position: Q1 2026 in Review

Wealth Effects reduced its Dell (DELL) stake by 19% in Q1 2026, selling an estimated $48K and leaving 1,530 shares worth $251K. The position accounts for 0.09% of the portfolio, ranked #186.

Wealth Effects first reported a position in DELL in Q3 2024 and has held it in 7 quarters since. The position peaked at $402K in Q4 2024. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • Wealth Effects held 1,530 shares of Dell worth $251K as of Q1 2026.
  • Wealth Effects sold 360 Dell shares in Q1 2026, an estimated $48K.
  • Dell made up 0.09% of Wealth Effects's portfolio in Q1 2026, its #186 holding.
  • Wealth Effects first reported a position in Dell in Q3 2024 and has held it in 7 quarters since.
  • Wealth Effects's Dell position peaked at $402K in Q4 2024.
  • 1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.