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B. Riley Wealth Advisors’s Dell DELL Stock Holding History

B. Riley 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 		$2.92M Sell
7,041
-894
-11% -$259K 0.16% 135
2026
Q1 		$1.31M Sell
7,935
-1,697
-18% -$226K 0.08% 233
2025
Q4 		$1.21M Sell
9,632
-4,175
-30% -$588K 0.06% 310
2025
Q3 		$1.96M Sell
13,807
-519
-4% -$67.3K 0.09% 205
2025
Q2 		$1.76M Buy
+14,326
New +$1.46M 0.08% 234
2024
Q4 		$2.58M Buy
22,422
+344
+2% +$43.2K 0.08% 235
2024
Q3 		$2.6M Sell
22,078
-2,292
-9% -$267K 0.07% 267
2024
Q2 		$3.36M Buy
24,370
+11,145
+84% +$1.49M 0.09% 222
2024
Q1 		$911K Sell
13,225
-13,260
-50% -$1.24M 0.02% 553
2023
Q4 		$2.03M Buy
26,485
+13,260
+100% +$937K 0.05% 353
2023
Q3 		$911K Buy
13,225
+3,248
+33% +$194K 0.02% 553
2023
Q2 		$540K Sell
9,977
-7,437
-43% -$342K 0.01% 813
2023
Q1 		$700K Buy
17,414
+773
+5% +$31.1K 0.02% 679
2022
Q4 		$669K Buy
16,641
+201
+1% +$7.95K 0.02% 679
2022
Q3 		$563K Buy
16,440
+11,155
+211% +$470K 0.02% 703
2022
Q2 		$245K Buy
5,285
+698
+15% +$33K 0.01% 961
2022
Q1 		$231K Buy
4,587
+146
+3% +$8.15K 0.01% 1143
2021
Q4 		$250K Sell
4,441
-4,363
-50% -$243K 0.01% 1159
2021
Q3 		$465K Sell
8,804
-451
-5% -$22.5K 0.01% 810
2021
Q2 		$468K Buy
9,255
+219
+2% +$11K 0.02% 799
2021
Q1 		$404K Buy
+9,036
New +$370K 0.01% 842

Other funds holding DELL

MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

B. Riley Wealth Advisors's DELL Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Dell (DELL) stake by 11% in Q2 2026, selling an estimated $259K and leaving 7,041 shares worth $2.92M. The position accounts for 0.16% of the portfolio, ranked #135.

B. Riley Wealth Advisors first reported a position in DELL in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.36M in Q2 2024. 772 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • B. Riley Wealth Advisors held 7,041 shares of Dell worth $2.92M as of Q2 2026.
  • B. Riley Wealth Advisors sold 894 Dell shares in Q2 2026, an estimated $259K.
  • Dell made up 0.16% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • B. Riley Wealth Advisors first reported a position in Dell in Q1 2021 and has held it in 21 quarters since.
  • B. Riley Wealth Advisors's Dell position peaked at $3.36M in Q2 2024.
  • 772 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.