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Enzi Wealth’s Dell DELL Stock Holding History

Enzi Wealth’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 		$877K Buy
1,916
+260
+16% +$75.2K 0.28% 34
2026
Q1 		$272K Buy
+1,656
New +$221K 0.09% 55
2025
Q4 		– Sell
-1,662
Closed -$251K – 73
2025
Q3 		$251K Sell
1,662
-1,052
-39% -$136K 0.09% 60
2025
Q2 		$344K Buy
2,714
+4
+0.1% +$409 0.13% 50
2025
Q1 		$256K Sell
2,710
-178
-6% -$18.8K 0.1% 55
2024
Q4 		$332K Buy
2,888
+719
+33% +$90.2K 0.13% 49
2024
Q3 		$278K Buy
2,169
+12
+0.6% +$1.4K 0.11% 54
2024
Q2 		$300K Hold
2,157
– – 0.13% 52
2024
Q1 		$254K Sell
2,157
-478
-18% -$44.6K 0.12% 51
2023
Q4 		$221K Buy
+2,635
New +$186K 0.11% 54

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

Enzi Wealth's DELL Position: Q2 2026 in Review

Enzi Wealth increased its Dell (DELL) stake by 16% in Q2 2026, buying an estimated $75.2K and bringing the position to 1,916 shares worth $877K. The position accounts for 0.28% of the portfolio, ranked #34.

Enzi Wealth first reported a position in DELL in Q4 2023 and has held it in 10 quarters since. 443 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Enzi Wealth held 1,916 shares of Dell worth $877K as of Q2 2026.
  • Enzi Wealth bought 260 Dell shares in Q2 2026, an estimated $75.2K.
  • Dell made up 0.28% of Enzi Wealth's portfolio in Q2 2026, its #34 holding.
  • Enzi Wealth first reported a position in Dell in Q4 2023 and has held it in 10 quarters since.
  • 443 funds tracked by Wall St. Rank held Dell as of Q2 2026.

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