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Concurrent Investment Advisors’s Dell DELL Stock Holding History

Concurrent Investment 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
2024
Q4 		– Sell
-500
Closed -$59.3K – 1152
2024
Q3 		$59.3K Sell
500
-2,300
-82% -$268K ﹤0.01% 1014
2024
Q2 		$386K Buy
+2,800
New +$375K 0.01% 666

Other funds holding DELL

MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 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

Concurrent Investment Advisors's DELL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Dell (DELL) stake by 39% in Q2 2026, buying an estimated $4.91M and bringing the position to 59,954 shares worth $25.9M. The position accounts for 0.22% of the portfolio, ranked #92.

Concurrent Investment Advisors first reported a position in DELL in Q1 2024 and has held it in 10 quarters since. 967 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Concurrent Investment Advisors held 59,954 shares of Dell worth $25.9M as of Q2 2026.
  • Concurrent Investment Advisors bought 16,974 Dell shares in Q2 2026, an estimated $4.91M.
  • Dell made up 0.22% of Concurrent Investment Advisors's portfolio in Q2 2026, its #92 holding.
  • Concurrent Investment Advisors first reported a position in Dell in Q1 2024 and has held it in 10 quarters since.
  • 967 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.