West Wealth Group
DELL icon

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
Q3 		$1.23M Buy
2,287
+8
+0.4% +$3.76K 0.19% 39
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

West Wealth Group's DELL Position: Q3 2026 in Review

West Wealth Group increased its Dell (DELL) stake by 0.35% in Q3 2026, buying an estimated $3.76K and bringing the position to 2,287 shares worth $1.23M. The position accounts for 0.19% of the portfolio, ranked #39.

West Wealth Group first reported a position in DELL in Q2 2025 and has held it in 6 quarters since. 1,353 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • West Wealth Group held 2,287 shares of Dell worth $1.23M as of Q3 2026.
  • West Wealth Group bought 8 Dell shares in Q3 2026, an estimated $3.76K.
  • Dell made up 0.19% of West Wealth Group's portfolio in Q3 2026, its #39 holding.
  • West Wealth Group first reported a position in Dell in Q2 2025 and has held it in 6 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.