Elevation Wealth Partners
DELL icon

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
Q3 		$96.3K Sell
179
-1
-0.6% -$470 0.03% 208
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 +$2.72K ﹤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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

Elevation Wealth Partners's DELL Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Dell (DELL) stake by 0.56% in Q3 2026, selling an estimated $470 and leaving 179 shares worth $96.3K. The position accounts for 0.03% of the portfolio, ranked #208.

Elevation Wealth Partners first reported a position in DELL in Q1 2023 and has held it in 6 quarters since. 862 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Elevation Wealth Partners held 179 shares of Dell worth $96.3K as of Q3 2026.
  • Elevation Wealth Partners sold 1 Dell share in Q3 2026, an estimated $470.
  • Dell made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #208 holding.
  • Elevation Wealth Partners first reported a position in Dell in Q1 2023 and has held it in 6 quarters since.
  • 862 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.