Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.79M Sell
4,151
-294
-7% -$85K 0.44% 54
2026
Q1
$729K Buy
4,445
+187
+4% +$24.9K 0.21% 104
2025
Q4
$536K Buy
4,258
+1,562
+58% +$220K 0.16% 127
2025
Q3
$382K Buy
+2,696
New +$350K 0.12% 174
2018
Q2
Sell
-78
Closed -$2K 588
2018
Q1
$2K Hold
78
﹤0.01% 719
2017
Q4
$2K Buy
+78
New +$1.77K ﹤0.01% 694

Other funds holding DELL

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

Acorn Wealth Advisors reduced its Dell (DELL) stake by 6.6% in Q2 2026, selling an estimated $85K and leaving 4,151 shares worth $1.79M. The position accounts for 0.44% of the portfolio, ranked #54.

Acorn Wealth Advisors first reported a position in DELL in Q4 2017 and has held it in 6 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Acorn Wealth Advisors held 4,151 shares of Dell worth $1.79M as of Q2 2026.
  • Acorn Wealth Advisors sold 294 Dell shares in Q2 2026, an estimated $85K.
  • Dell made up 0.44% of Acorn Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Acorn Wealth Advisors first reported a position in Dell in Q4 2017 and has held it in 6 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.