Wingate Wealth Advisors’s Dell DELL Stock Holding History

Wingate Wealth 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	$1.14M	Buy	2,635 +119	+5%	+$34.4K	0.5%	45
2026 Q1	$413K	Buy	2,516 +55	+2%	+$7.33K	0.22%	79
2025 Q4	$310K	Hold	2,461	–	–	0.17%	94
2025 Q3	$349K	Buy	2,461 +437	+22%	+$56.7K	0.24%	84
2025 Q2	$248K	Buy	+2,024	New	+$207K	0.22%	91
2025 Q1	–	Sell	-2,024	Closed	-$233K	–	182
2024 Q4	$233K	Buy	+2,024	New	+$254K	0.23%	87

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

Wingate Wealth Advisors's DELL Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Dell (DELL) stake by 4.7% in Q2 2026, buying an estimated $34.4K and bringing the position to 2,635 shares worth $1.14M. The position accounts for 0.5% of the portfolio, ranked #45.

Wingate Wealth Advisors first reported a position in DELL in Q4 2024 and has held it in 6 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Wingate Wealth Advisors held 2,635 shares of Dell worth $1.14M as of Q2 2026.
Wingate Wealth Advisors bought 119 Dell shares in Q2 2026, an estimated $34.4K.
Dell made up 0.5% of Wingate Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Wingate Wealth Advisors first reported a position in Dell in Q4 2024 and has held it in 6 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.