Enzi Wealth
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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
Q3 		$764K Sell
1,334
-582
-30% -$273K 0.23% 38
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
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
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Abner Herrman & Brock
Abner Herrman & Brock Jersey City, New Jersey $1.04B AUM 39.32% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Enzi Wealth's DELL Position: Q3 2026 in Review

Enzi Wealth reduced its Dell (DELL) stake by 30% in Q3 2026, selling an estimated $273K and leaving 1,334 shares worth $764K. The position accounts for 0.23% of the portfolio, ranked #38.

Enzi Wealth first reported a position in DELL in Q4 2023 and has held it in 11 quarters since. The position peaked at $877K in Q2 2026. 619 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Enzi Wealth held 1,334 shares of Dell worth $764K as of Q3 2026.
  • Enzi Wealth sold 582 Dell shares in Q3 2026, an estimated $273K.
  • Dell made up 0.23% of Enzi Wealth's portfolio in Q3 2026, its #38 holding.
  • Enzi Wealth first reported a position in Dell in Q4 2023 and has held it in 11 quarters since.
  • Enzi Wealth's Dell position peaked at $877K in Q2 2026.
  • 619 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.