Accurate Wealth Management’s Dell DELL Stock Holding History

Accurate 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
2026 Q3	$4.93M	Sell	8,603 -4,996	-37%	-$2.35M	0.43%	47
2026 Q2	$5.92M	Buy	13,599 +3,889	+40%	+$1.12M	0.56%	31
2026 Q1	$1.73M	Sell	9,710 -1,731	-15%	-$231K	0.21%	105
2025 Q4	$1.38M	Buy	11,441 +1,520	+15%	+$214K	0.18%	135
2025 Q3	$1.48M	Buy	+9,921	New	+$1.29M	0.2%	123
2023 Q1	–	Sell	-607	Closed	-$25.8K	–	530
2022 Q4	$25.8K	Buy	+607	New	+$24K	0.01%	610

Other funds holding DELL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Accurate Wealth Management's DELL Position: Q3 2026 in Review

Accurate Wealth Management reduced its Dell (DELL) stake by 37% in Q3 2026, selling an estimated $2.35M and leaving 8,603 shares worth $4.93M. The position accounts for 0.43% of the portfolio, ranked #47.

Accurate Wealth Management first reported a position in DELL in Q4 2022 and has held it in 6 quarters since. The position peaked at $5.92M in Q2 2026. 1,794 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

Accurate Wealth Management held 8,603 shares of Dell worth $4.93M as of Q3 2026.
Accurate Wealth Management sold 4,996 Dell shares in Q3 2026, an estimated $2.35M.
Dell made up 0.43% of Accurate Wealth Management's portfolio in Q3 2026, its #47 holding.
Accurate Wealth Management first reported a position in Dell in Q4 2022 and has held it in 6 quarters since.
Accurate Wealth Management's Dell position peaked at $5.92M in Q2 2026.
1,794 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.