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Everhart Financial Group’s Dell DELL Stock Holding History

Everhart 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 		$1.38M Buy
3,195
+110
+4% +$31.8K 0.09% 119
2026
Q1 		$506K Buy
+3,085
New +$411K 0.04% 273

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
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
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

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

Everhart Financial Group increased its Dell (DELL) stake by 3.6% in Q2 2026, buying an estimated $31.8K and bringing the position to 3,195 shares worth $1.38M. The position accounts for 0.09% of the portfolio, ranked #119.

Everhart Financial Group first reported a position in DELL in Q1 2026 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Everhart Financial Group held 3,195 shares of Dell worth $1.38M as of Q2 2026.
  • Everhart Financial Group bought 110 Dell shares in Q2 2026, an estimated $31.8K.
  • Dell made up 0.09% of Everhart Financial Group's portfolio in Q2 2026, its #119 holding.
  • Everhart Financial Group first reported a position in Dell in Q1 2026 and has held it in 2 quarters since.
  • 335 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.