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Everpar Advisors’s Dell DELL Stock Holding History

Everpar Advisors’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 		$1.27M Buy
2,955
+261
+10% +$75.5K 0.36% 61
2026
Q1 		$442K Buy
2,694
+345
+15% +$46K 0.15% 143
2025
Q4 		$296K Buy
+2,349
New +$331K 0.11% 201

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

Everpar Advisors's DELL Position: Q2 2026 in Review

Everpar Advisors increased its Dell (DELL) stake by 9.7% in Q2 2026, buying an estimated $75.5K and bringing the position to 2,955 shares worth $1.27M. The position accounts for 0.36% of the portfolio, ranked #61.

Everpar Advisors first reported a position in DELL in Q4 2025 and has held it in 3 quarters since. 335 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Everpar Advisors held 2,955 shares of Dell worth $1.27M as of Q2 2026.
  • Everpar Advisors bought 261 Dell shares in Q2 2026, an estimated $75.5K.
  • Dell made up 0.36% of Everpar Advisors's portfolio in Q2 2026, its #61 holding.
  • Everpar Advisors first reported a position in Dell in Q4 2025 and has held it in 3 quarters since.
  • 335 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.