CV Advisors’s Dell DELL Stock Holding History

CV 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	$637K	Hold	1,476	–	–	0.12%	72
2026 Q1	$242K	Buy	+1,476	New	+$197K	0.07%	39
2025 Q4	–	Sell	-1,476	Closed	-$209K	–	50
2025 Q3	$209K	Buy	+1,476	New	+$192K	0.06%	49

Other funds holding DELL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AHB

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CV Advisors's DELL Position: Q2 2026 in Review

CV Advisors held its Dell (DELL) position steady in Q2 2026 at 1,476 shares worth $637K. The position accounts for 0.12% of the portfolio, ranked #72.

CV Advisors first reported a position in DELL in Q3 2025 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

CV Advisors held 1,476 shares of Dell worth $637K as of Q2 2026.
CV Advisors left its Dell share count unchanged in Q2 2026.
Dell made up 0.12% of CV Advisors's portfolio in Q2 2026, its #72 holding.
CV Advisors first reported a position in Dell in Q3 2025 and has held it in 3 quarters since.
475 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.