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Dynamic Advisor Solutions’s Dell DELL Stock Holding History

Dynamic Advisor Solutions’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 		$1.27M Sell
2,939
-536
-15% -$155K 0.04% 431
2026
Q1 		$570K Sell
3,475
-283
-8% -$37.7K 0.02% 609
2025
Q4 		$473K Sell
3,758
-46
-1% -$6.48K 0.02% 641
2025
Q3 		$539K Buy
3,804
+201
+6% +$26.1K 0.02% 608
2025
Q2 		$442K Buy
3,603
+156
+5% +$15.9K 0.01% 634
2025
Q1 		$314K Sell
3,447
-112
-3% -$11.8K 0.01% 697
2024
Q4 		$410K Buy
3,559
+1,647
+86% +$207K 0.02% 462
2024
Q3 		$227K Buy
+1,912
New +$223K 0.01% 843

Other funds holding DELL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
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
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
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Dynamic Advisor Solutions's DELL Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Dell (DELL) stake by 15% in Q2 2026, selling an estimated $155K and leaving 2,939 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #431.

Dynamic Advisor Solutions first reported a position in DELL in Q3 2024 and has held it in 8 quarters since. 443 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Dynamic Advisor Solutions held 2,939 shares of Dell worth $1.27M as of Q2 2026.
  • Dynamic Advisor Solutions sold 536 Dell shares in Q2 2026, an estimated $155K.
  • Dell made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #431 holding.
  • Dynamic Advisor Solutions first reported a position in Dell in Q3 2024 and has held it in 8 quarters since.
  • 443 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.