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Avidian Wealth Enterprises’s Dell DELL Stock Holding History

Avidian Wealth Enterprises’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 		$1.09M Buy
2,034
+399
+24% +$187K 0.03% 315
2026
Q2 		$705K Buy
1,635
+474
+41% +$137K 0.02% 399
2026
Q1 		$190K Buy
+1,161
New +$155K 0.01% 653
2024
Q4 		– Sell
-2,390
Closed -$283K – 516
2024
Q3 		$283K Buy
+2,390
New +$278K 0.01% 407

Other funds holding DELL

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

Avidian Wealth Enterprises's DELL Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Dell (DELL) stake by 24% in Q3 2026, buying an estimated $187K and bringing the position to 2,034 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #315.

Avidian Wealth Enterprises first reported a position in DELL in Q3 2024 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Avidian Wealth Enterprises held 2,034 shares of Dell worth $1.09M as of Q3 2026.
  • Avidian Wealth Enterprises bought 399 Dell shares in Q3 2026, an estimated $187K.
  • Dell made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #315 holding.
  • Avidian Wealth Enterprises first reported a position in Dell in Q3 2024 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.