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WealthPlan Investment Management’s Dell DELL Stock Holding History

WealthPlan Investment Management’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 		$4.95M Sell
11,481
-416
-3% -$120K 0.25% 88
2026
Q1 		$1.95M Buy
11,897
+1,447
+14% +$193K 0.11% 159
2025
Q4 		$1.32M Buy
10,450
+690
+7% +$97.2K 0.08% 177
2025
Q3 		$1.38M Sell
9,760
-941
-9% -$122K 0.09% 159
2025
Q2 		$1.31M Buy
10,701
+2,256
+27% +$231K 0.1% 163
2025
Q1 		$770K Buy
+8,445
New +$893K 0.08% 146

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

WealthPlan Investment Management's DELL Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Dell (DELL) stake by 3.5% in Q2 2026, selling an estimated $120K and leaving 11,481 shares worth $4.95M. The position accounts for 0.25% of the portfolio, ranked #88.

WealthPlan Investment Management 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.

  • WealthPlan Investment Management held 11,481 shares of Dell worth $4.95M as of Q2 2026.
  • WealthPlan Investment Management sold 416 Dell shares in Q2 2026, an estimated $120K.
  • Dell made up 0.25% of WealthPlan Investment Management's portfolio in Q2 2026, its #88 holding.
  • WealthPlan Investment Management 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 WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.