Winch Advisory Services’s Dell DELL Stock Holding History

Winch Advisory Services’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	$4.32K	Hold	10	–	–	﹤0.01%	412
2026 Q1	$1.64K	Hold	10	–	–	﹤0.01%	442
2025 Q4	$1.26K	Hold	10	–	–	﹤0.01%	449
2025 Q3	$1.42K	Hold	10	–	–	﹤0.01%	449
2025 Q2	$1.23K	Hold	10	–	–	﹤0.01%	442
2025 Q1	$912	Sell	10 -42	-81%	-$4.44K	﹤0.01%	451
2024 Q4	$5.99K	Buy	+52	New	+$6.53K	﹤0.01%	345
2017 Q3	–	Sell	-71	Closed	-$1K	–	297
2017 Q2	$1K	Hold	71	–	–	﹤0.01%	282
2017 Q1	$1K	Hold	71	–	–	﹤0.01%	266
2016 Q4	$1K	Hold	71	–	–	﹤0.01%	246
2016 Q3	$1K	Buy	+71	New	+$965	﹤0.01%	255

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 $3.37T AUM 44.26% 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

Winch Advisory Services's DELL Position: Q2 2026 in Review

Winch Advisory Services held its Dell (DELL) position steady in Q2 2026 at 10 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Winch Advisory Services first reported a position in DELL in Q3 2016 and has held it in 11 quarters since. The position peaked at $5.99K in Q4 2024. 2,123 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Winch Advisory Services held 10 shares of Dell worth $4.32K as of Q2 2026.
Winch Advisory Services left its Dell share count unchanged in Q2 2026.
Dell made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #412 holding.
Winch Advisory Services first reported a position in Dell in Q3 2016 and has held it in 11 quarters since.
Winch Advisory Services's Dell position peaked at $5.99K in Q4 2024.
2,123 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.