BDF Gestion’s Dell DELL Stock Holding History

BDF Gestion’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	$2.48M	Buy	+4,601	New	+$2.16M	0.34%	66
2026 Q1	–	Sell	-19,204	Closed	-$2.42M	–	148
2025 Q4	$2.42M	Buy	19,204 +8,279	+76%	+$1.17M	0.3%	85
2025 Q3	$1.55M	Sell	10,925 -2,273	-17%	-$295K	0.18%	124
2025 Q2	$1.62M	Sell	13,198 -1,439	-10%	-$147K	0.18%	117
2025 Q1	$1.33M	Hold	14,637	–	–	0.15%	134
2024 Q4	$1.69M	Sell	14,637 -1,902	-12%	-$239K	0.17%	121
2024 Q3	$9.6M	Hold	16,539	–	–	1.03%	19
2024 Q2	$2.28M	Buy	+16,539	New	+$2.22M	0.22%	116

Other funds holding DELL

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

BDF Gestion's DELL Position: Q3 2026 in Review

BDF Gestion opened a new position in Dell (DELL) in Q3 2026: 4,601 shares worth $2.48M. The stake represents 0.34% of the portfolio and ranks #66 among its holdings. This is a return to the name: BDF Gestion previously reported a position in DELL as recently as Q4 2025.

BDF Gestion first reported a position in DELL in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.6M in Q3 2024. 431 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

BDF Gestion held 4,601 shares of Dell worth $2.48M as of Q3 2026.
Dell was a new BDF Gestion position in Q3 2026.
Dell made up 0.34% of BDF Gestion's portfolio in Q3 2026, its #66 holding.
BDF Gestion first reported a position in Dell in Q2 2024 and has held it in 8 quarters since.
BDF Gestion's Dell position peaked at $9.6M in Q3 2024.
431 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on BDF Gestion's 13F filing for Q3 2026, filed 19 Oct 2026.