WealthPLAN Partners’s Dell DELL Stock Holding History

WealthPLAN Partners’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	$207K	Buy	+479	New	+$139K	0.04%	211
2026 Q1	–	Sell	-1,756	Closed	-$221K	–	226
2025 Q4	$221K	Buy	1,756 +189	+12%	+$26.6K	0.03%	259
2025 Q3	$222K	Buy	+1,567	New	+$203K	0.03%	239
2023 Q3	–	Sell	-91	Closed	-$4.92K	–	484
2023 Q2	$4.92K	Sell	91 -122	-57%	-$5.61K	﹤0.01%	914
2023 Q1	$8.57K	Buy	+213	New	+$8.58K	﹤0.01%	898
2017 Q2	–	Sell	-339	Closed	-$6.08K	–	235
2017 Q1	$6.08K	Buy	+339	New	+$5.92K	0.02%	324
2016 Q3	$25.7K	Buy	+1,917	New	+$26.1K	0.01%	433

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

WealthPLAN Partners's DELL Position: Q2 2026 in Review

WealthPLAN Partners opened a new position in Dell (DELL) in Q2 2026: 479 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #211 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in DELL as recently as Q4 2025.

WealthPLAN Partners first reported a position in DELL in Q3 2016 and has held it in 7 quarters since. The position peaked at $222K in Q3 2025. 2,128 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

WealthPLAN Partners held 479 shares of Dell worth $207K as of Q2 2026.
Dell was a new WealthPLAN Partners position in Q2 2026.
Dell made up 0.04% of WealthPLAN Partners's portfolio in Q2 2026, its #211 holding.
WealthPLAN Partners first reported a position in Dell in Q3 2016 and has held it in 7 quarters since.
WealthPLAN Partners's Dell position peaked at $222K in Q3 2025.
2,128 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.