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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 		– Sell
-10,000
Closed -$16.5K – 954
2026
Q1 		$16.5K Buy
10,000
+9,500
+1,900% +$1.27M ﹤0.01% 869
2025
Q4 		$62.9K Sell
500
-199,500
-100% -$28.1M ﹤0.01% 963
2025
Q3 		$284K Buy
200,000
+198,000
+9,900% +$25.7M 0.01% 747
2025
Q2 		$245K Buy
+2,000
New +$204K 0.01% 792

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
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
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 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. 707 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.
  • 707 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.