Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.98M Sell
4,584
-4,375
-49% -$1.27M 1.93% 6
2026
Q1
$1.47M Sell
8,959
-2,624
-23% -$350K 1.76% 5
2025
Q4
$1.46M Buy
11,583
+816
+8% +$115K 1.42% 39
2025
Q3
$1.53M Sell
10,767
-940
-8% -$122K 1.42% 26
2025
Q2
$1.44M Sell
11,707
-825
-7% -$84.3K 1.39% 25
2025
Q1
$1.14M Buy
12,532
+277
+2% +$29.3K 1.16% 61
2024
Q4
$1.41M Buy
12,255
+394
+3% +$49.4K 1.36% 40
2024
Q3
$1.41M Buy
+11,861
New +$1.38M 1.28% 51

Other funds holding DELL

Delphi Management's DELL Position: Q2 2026 in Review

Delphi Management reduced its Dell (DELL) stake by 49% in Q2 2026, selling an estimated $1.27M and leaving 4,584 shares worth $1.98M. The position accounts for 1.93% of the portfolio, ranked #6.

Delphi Management first reported a position in DELL in Q3 2024 and has held it in 8 quarters since. 2,133 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Delphi Management held 4,584 shares of Dell worth $1.98M as of Q2 2026.
  • Delphi Management sold 4,375 Dell shares in Q2 2026, an estimated $1.27M.
  • Dell made up 1.93% of Delphi Management's portfolio in Q2 2026, its #6 holding.
  • Delphi Management first reported a position in Dell in Q3 2024 and has held it in 8 quarters since.
  • 2,133 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Delphi Management's 13F filing for Q2 2026, filed 31 Jul 2026.