Whipplewood Advisors’s Dell DELL Stock Holding History

Whipplewood Advisors’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	–	Sell	-75	Closed	-$12.3K	–	751
2026 Q1	$12.3K	Buy	+75	New	+$9.99K	0.01%	457
2025 Q3	–	Sell	-81	Closed	-$9.93K	–	532
2025 Q2	$9.93K	Sell	81 -15	-16%	-$1.53K	0.01%	566
2025 Q1	$7.66K	Sell	96 -14	-13%	-$1.48K	﹤0.01%	607
2024 Q4	$12.7K	Buy	+110	New	+$13.8K	0.01%	523

Other funds holding DELL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Whipplewood Advisors's DELL Position: Q2 2026 in Review

Whipplewood Advisors sold out of Dell (DELL) in Q2 2026, closing a stake of 75 shares — an estimated $12.3K sold.

Whipplewood Advisors first reported a position in DELL in Q4 2024 and held it in 4 quarters. The position peaked at $12.7K in Q4 2024. 2,139 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Whipplewood Advisors reported no remaining Dell position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 75 Dell shares in Q2 2026, an estimated $12.3K.
Whipplewood Advisors first reported a position in Dell in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's Dell position peaked at $12.7K in Q4 2024.
2,139 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.