Empirical Wealth Management’s Dell DELL Stock Holding History

Empirical Wealth Management’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	$35.9M	Sell	83,245 -2,627	-3%	-$760K	0.52%	32
2026 Q1	$14.1M	Buy	85,872 +2,420	+3%	+$322K	0.24%	75
2025 Q4	$10.5M	Buy	83,452 +1,294	+2%	+$182K	0.19%	93
2025 Q3	$11.6M	Buy	82,158 +20,976	+34%	+$2.72M	0.23%	80
2025 Q2	$7.5M	Sell	61,182 -6,758	-10%	-$691K	0.17%	102
2025 Q1	$6.19M	Sell	67,940 -6,392	-9%	-$676K	0.16%	113
2024 Q4	$8.57M	Sell	74,332 -7,829	-10%	-$982K	0.23%	85
2024 Q3	$9.74M	Sell	82,161 -31,998	-28%	-$3.73M	0.27%	81
2024 Q2	$15.7M	Buy	114,159 +21,536	+23%	+$2.89M	0.47%	39
2024 Q1	$10.6M	Sell	92,623 -82,824	-47%	-$7.73M	0.32%	63
2023 Q4	$13.4M	Buy	175,447 +10,219	+6%	+$722K	0.45%	40
2023 Q3	$11.4M	Buy	165,228 +8,988	+6%	+$535K	0.45%	48
2023 Q2	$8.45M	Buy	156,240 +15,110	+11%	+$695K	0.34%	60
2023 Q1	$5.67M	Buy	141,130 +20,255	+17%	+$816K	0.25%	77
2022 Q4	$4.86M	Buy	120,875 +31,045	+35%	+$1.23M	0.23%	81
2022 Q3	$3.07M	Buy	89,830 +5,404	+6%	+$227K	0.16%	97
2022 Q2	$3.9M	Buy	84,426 +57,492	+213%	+$2.72M	0.2%	83
2022 Q1	$1.35M	Buy	26,934 +7,269	+37%	+$406K	0.07%	177
2021 Q4	$1.1M	Sell	19,665 -3,184	-14%	-$178K	0.06%	198
2021 Q3	$1.21M	Sell	22,849 -1,666	-7%	-$83.1K	0.07%	165
2021 Q2	$1.24M	Buy	24,515 +2,135	+10%	+$107K	0.08%	163
2021 Q1	$1M	Sell	22,380 -8,580	-28%	-$351K	0.08%	155
2020 Q4	$1.15M	Buy	30,960 +3,857	+14%	+$134K	0.09%	138
2020 Q3	$930K	Sell	27,103 -8,158	-23%	-$254K	0.08%	143
2020 Q2	$982K	Buy	35,261 +15,448	+78%	+$347K	0.09%	129
2020 Q1	$397K	Buy	19,813 +8,867	+81%	+$205K	0.04%	217
2019 Q4	$285K	Buy	+10,946	New	+$285K	0.03%	266

Other funds holding DELL

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Empirical Wealth Management's DELL Position: Q2 2026 in Review

Empirical Wealth Management reduced its Dell (DELL) stake by 3.1% in Q2 2026, selling an estimated $760K and leaving 83,245 shares worth $35.9M. The position accounts for 0.52% of the portfolio, ranked #32.

Empirical Wealth Management first reported a position in DELL in Q4 2019 and has held it in 27 quarters since. 847 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Empirical Wealth Management held 83,245 shares of Dell worth $35.9M as of Q2 2026.
Empirical Wealth Management sold 2,627 Dell shares in Q2 2026, an estimated $760K.
Dell made up 0.52% of Empirical Wealth Management's portfolio in Q2 2026, its #32 holding.
Empirical Wealth Management first reported a position in Dell in Q4 2019 and has held it in 27 quarters since.
847 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.