Wealthspire Advisors (New York)’s Dell DELL Stock Holding History

Wealthspire Advisors (New York)’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	$951K	Sell	5,792 -1,661	-22%	-$221K	0.01%	415
2025 Q4	$938K	Buy	7,453 +4,531	+155%	+$638K	0.01%	447
2025 Q3	$414K	Buy	2,922 +547	+23%	+$71K	﹤0.01%	581
2025 Q2	$291K	Buy	+2,375	New	+$243K	﹤0.01%	676
2025 Q1	–	Sell	-2,396	Closed	-$276K	–	802
2024 Q4	$276K	Sell	2,396 -1,128	-32%	-$142K	﹤0.01%	663
2024 Q3	$418K	Buy	3,524 +1,183	+51%	+$138K	﹤0.01%	538
2024 Q2	$323K	Sell	2,341 -201	-8%	-$26.9K	﹤0.01%	523
2024 Q1	$290K	Buy	+2,542	New	+$237K	﹤0.01%	528

Other funds holding DELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s DELL Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Dell (DELL) stake by 22% in Q1 2026, selling an estimated $221K and leaving 5,792 shares worth $951K. The position accounts for 0.01% of the portfolio, ranked #415.

Wealthspire Advisors (New York) first reported a position in DELL in Q1 2024 and has held it in 8 quarters since. 1,637 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

Wealthspire Advisors (New York) held 5,792 shares of Dell worth $951K as of Q1 2026.
Wealthspire Advisors (New York) sold 1,661 Dell shares in Q1 2026, an estimated $221K.
Dell made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #415 holding.
Wealthspire Advisors (New York) first reported a position in Dell in Q1 2024 and has held it in 8 quarters since.
1,637 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.