Financial Synergies Wealth Advisors’s Dell DELL Stock Holding History

Financial Synergies Wealth 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	$1.04M	Buy	1,939 +474	+32%	+$223K	0.09%	66
2026 Q2	$632K	Buy	1,465 +141	+11%	+$40.8K	0.05%	78
2026 Q1	$217K	Buy	+1,324	New	+$176K	0.02%	109
2023 Q3	–	Sell	-18	Closed	-$974	–	507
2023 Q2	$974	Buy	+18	New	+$828	﹤0.01%	378
2022 Q3	–	Sell	-7	Closed	-$324	–	484
2022 Q2	$324	Buy	+7	New	+$331	﹤0.01%	434

Other funds holding DELL

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Financial Synergies Wealth Advisors's DELL Position: Q3 2026 in Review

Financial Synergies Wealth Advisors increased its Dell (DELL) stake by 32% in Q3 2026, buying an estimated $223K and bringing the position to 1,939 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #66.

Financial Synergies Wealth Advisors first reported a position in DELL in Q2 2022 and has held it in 5 quarters since. 355 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

Financial Synergies Wealth Advisors held 1,939 shares of Dell worth $1.04M as of Q3 2026.
Financial Synergies Wealth Advisors bought 474 Dell shares in Q3 2026, an estimated $223K.
Dell made up 0.09% of Financial Synergies Wealth Advisors's portfolio in Q3 2026, its #66 holding.
Financial Synergies Wealth Advisors first reported a position in Dell in Q2 2022 and has held it in 5 quarters since.
355 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.