Fermata Advisors
DELL icon

Fermata Advisors’s Dell DELL Stock Holding History

Fermata 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
Q3 		$273K Buy
507
+41
+9% +$19.3K 0.05% 230
2026
Q2 		$201K Buy
+466
New +$135K 0.04% 265

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
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Beese Fulmer Investment Management
Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return

Fermata Advisors's DELL Position: Q3 2026 in Review

Fermata Advisors increased its Dell (DELL) stake by 8.8% in Q3 2026, buying an estimated $19.3K and bringing the position to 507 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #230.

Fermata Advisors first reported a position in DELL in Q2 2026 and has held it in 2 quarters since. 673 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Fermata Advisors held 507 shares of Dell worth $273K as of Q3 2026.
  • Fermata Advisors bought 41 Dell shares in Q3 2026, an estimated $19.3K.
  • Dell made up 0.05% of Fermata Advisors's portfolio in Q3 2026, its #230 holding.
  • Fermata Advisors first reported a position in Dell in Q2 2026 and has held it in 2 quarters since.
  • 673 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.