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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
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 – 236
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

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VCM
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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 $653B AUM 32.41% 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 $761B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return