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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $1.02T AUM 30.18% 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 $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

West Wealth Group's DELL Position: Q1 2026 in Review

West Wealth Group reduced its Dell (DELL) stake by 10% in Q1 2026, selling an estimated $32.6K and leaving 2,142 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #96.

West Wealth Group first reported a position in DELL in Q2 2025 and has held it in 4 quarters since. The position peaked at $366K in Q3 2025. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • West Wealth Group held 2,142 shares of Dell worth $352K as of Q1 2026.
  • West Wealth Group sold 245 Dell shares in Q1 2026, an estimated $32.6K.
  • Dell made up 0.07% of West Wealth Group's portfolio in Q1 2026, its #96 holding.
  • West Wealth Group first reported a position in Dell in Q2 2025 and has held it in 4 quarters since.
  • West Wealth Group's Dell position peaked at $366K in Q3 2025.
  • 1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.