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West Wealth Group’s Dell DELL Stock Holding History

West Wealth Group’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 		$983K Buy
2,279
+137
+6% +$39.6K 0.16% 49
2026
Q1 		$352K Sell
2,142
-245
-10% -$32.6K 0.07% 96
2025
Q4 		$300K Buy
2,387
+8
+0.3% +$1.13K 0.06% 91
2025
Q3 		$366K Sell
2,379
-137
-5% -$17.8K 0.08% 78
2025
Q2 		$322K Buy
+2,516
New +$257K 0.08% 82

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

West Wealth Group's DELL Position: Q2 2026 in Review

West Wealth Group increased its Dell (DELL) stake by 6.4% in Q2 2026, buying an estimated $39.6K and bringing the position to 2,279 shares worth $983K. The position accounts for 0.16% of the portfolio, ranked #49.

West Wealth Group first reported a position in DELL in Q2 2025 and has held it in 5 quarters since. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • West Wealth Group held 2,279 shares of Dell worth $983K as of Q2 2026.
  • West Wealth Group bought 137 Dell shares in Q2 2026, an estimated $39.6K.
  • Dell made up 0.16% of West Wealth Group's portfolio in Q2 2026, its #49 holding.
  • West Wealth Group first reported a position in Dell in Q2 2025 and has held it in 5 quarters since.
  • 2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.