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Elevation Wealth Partners’s Dell DELL Stock Holding History

Elevation Wealth Partners’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 		$77.7K Buy
180
+177
+5,900% +$51.2K 0.02% 221
2026
Q1 		$493 Sell
3
-18
-86% -$2.4K ﹤0.01% 1042
2025
Q4 		$2.64K Hold
21
– – ﹤0.01% 751
2025
Q3 		$2.98K Buy
+21
New +$2.73K ﹤0.01% 575
2023
Q2 		– Sell
-1,000
Closed -$40.2K – 358
2023
Q1 		$40.2K Buy
+1,000
New +$40.3K 0.04% 179

Other funds holding DELL

MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Elevation Wealth Partners's DELL Position: Q2 2026 in Review

Elevation Wealth Partners increased its Dell (DELL) stake by 5,900% in Q2 2026, buying an estimated $51.2K and bringing the position to 180 shares worth $77.7K. The position accounts for 0.02% of the portfolio, ranked #221.

Elevation Wealth Partners first reported a position in DELL in Q1 2023 and has held it in 5 quarters since. 812 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Elevation Wealth Partners held 180 shares of Dell worth $77.7K as of Q2 2026.
  • Elevation Wealth Partners bought 177 Dell shares in Q2 2026, an estimated $51.2K.
  • Dell made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #221 holding.
  • Elevation Wealth Partners first reported a position in Dell in Q1 2023 and has held it in 5 quarters since.
  • 812 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.