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Westwood Wealth Management’s Dell DELL Stock Holding History

Westwood Wealth Management’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
2025
Q3 		– Sell
-2,500
Closed -$307K – 49
2025
Q2 		$307K Hold
2,500
– – 0.1% 40
2025
Q1 		$228K Hold
2,500
– – 0.1% 42
2024
Q4 		$288K Buy
+2,500
New +$314K 0.1% 41

Other funds holding DELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westwood Wealth Management's DELL Position: Q3 2025 in Review

Westwood Wealth Management sold out of Dell (DELL) in Q3 2025, closing a stake of 2,500 shares — an estimated $307K sold.

Westwood Wealth Management first reported a position in DELL in Q4 2024 and held it in 3 quarters. The position peaked at $307K in Q2 2025. 1,443 funds tracked by Wall St. Rank hold DELL as of Q3 2025.

  • Westwood Wealth Management reported no remaining Dell position as of Q3 2025 after selling out during the quarter.
  • Westwood Wealth Management sold 2,500 Dell shares in Q3 2025, an estimated $307K.
  • Westwood Wealth Management first reported a position in Dell in Q4 2024 and held it in 3 quarters.
  • Westwood Wealth Management's Dell position peaked at $307K in Q2 2025.
  • 1,443 funds tracked by Wall St. Rank held Dell as of Q3 2025.

Based on Westwood Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.