Wealth Preservation Advisors’s Dell DELL Stock Holding History

Wealth Preservation Advisors’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	$442K	Sell	1,025 -9	-0.9%	-$2.6K	0.25%	50
2026 Q1	$170K	Sell	1,034 -79	-7%	-$10.5K	0.14%	75
2025 Q4	$140K	Buy	1,113 +9	+0.8%	+$1.27K	0.07%	113
2025 Q3	$157K	Buy	1,104 +15	+1%	+$1.95K	0.09%	98
2025 Q2	$133K	Buy	1,089 +21	+2%	+$2.15K	0.08%	111
2025 Q1	$97.4K	Buy	+1,068	New	+$113K	0.07%	122

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

Wealth Preservation Advisors's DELL Position: Q2 2026 in Review

Wealth Preservation Advisors reduced its Dell (DELL) stake by 0.87% in Q2 2026, selling an estimated $2.6K and leaving 1,025 shares worth $442K. The position accounts for 0.25% of the portfolio, ranked #50.

Wealth Preservation Advisors first reported a position in DELL in Q1 2025 and has held it in 6 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Wealth Preservation Advisors held 1,025 shares of Dell worth $442K as of Q2 2026.
Wealth Preservation Advisors sold 9 Dell shares in Q2 2026, an estimated $2.6K.
Dell made up 0.25% of Wealth Preservation Advisors's portfolio in Q2 2026, its #50 holding.
Wealth Preservation Advisors first reported a position in Dell in Q1 2025 and has held it in 6 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.