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Everest Financial Group’s Dell DELL Stock Holding History

Everest Financial Group’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 		$9.39M Buy
21,770
+1,009
+5% +$292K 1.27% 25
2026
Q1 		$3.41M Buy
20,761
+17,302
+500% +$2.31M 0.56% 42
2025
Q4 		$445K Buy
+3,459
New +$487K 0.1% 63

Other funds holding DELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Everest Financial Group's DELL Position: Q2 2026 in Review

Everest Financial Group increased its Dell (DELL) stake by 4.9% in Q2 2026, buying an estimated $292K and bringing the position to 21,770 shares worth $9.39M. The position accounts for 1.27% of the portfolio, ranked #25.

Everest Financial Group first reported a position in DELL in Q4 2025 and has held it in 3 quarters since. 2,118 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Everest Financial Group held 21,770 shares of Dell worth $9.39M as of Q2 2026.
  • Everest Financial Group bought 1,009 Dell shares in Q2 2026, an estimated $292K.
  • Dell made up 1.27% of Everest Financial Group's portfolio in Q2 2026, its #25 holding.
  • Everest Financial Group first reported a position in Dell in Q4 2025 and has held it in 3 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.