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Capital Advisors Wealth Management’s Dell DELL Stock Holding History

Capital Advisors Wealth Management’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 		$383K Sell
712
-350
-33% -$164K 0.04% 162
2026
Q2 		$458K Buy
+1,062
New +$307K 0.05% 148

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

Capital Advisors Wealth Management's DELL Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its Dell (DELL) stake by 33% in Q3 2026, selling an estimated $164K and leaving 712 shares worth $383K. The position accounts for 0.04% of the portfolio, ranked #162.

Capital Advisors Wealth Management first reported a position in DELL in Q2 2026 and has held it in 2 quarters since. The position peaked at $458K in Q2 2026. 110 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Capital Advisors Wealth Management held 712 shares of Dell worth $383K as of Q3 2026.
  • Capital Advisors Wealth Management sold 350 Dell shares in Q3 2026, an estimated $164K.
  • Dell made up 0.04% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #162 holding.
  • Capital Advisors Wealth Management first reported a position in Dell in Q2 2026 and has held it in 2 quarters since.
  • Capital Advisors Wealth Management's Dell position peaked at $458K in Q2 2026.
  • 110 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.