GoalVest Advisory’s Dell DELL Stock Holding History

GoalVest Advisory’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	$64.2K	Buy	36,303 +36,266	+98,016%	+$17M	0.01%	201
2026 Q2	$16K	Buy	37 +3	+9%	+$868	﹤0.01%	325
2026 Q1	$5.58K	Buy	+34	New	+$4.53K	﹤0.01%	389

Other funds holding DELL

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

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 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

PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

GoalVest Advisory's DELL Position: Q3 2026 in Review

GoalVest Advisory increased its Dell (DELL) stake by 98,016% in Q3 2026, buying an estimated $17M and bringing the position to 36,303 shares worth $64.2K. The position accounts for 0.01% of the portfolio, ranked #201.

GoalVest Advisory first reported a position in DELL in Q1 2026 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

GoalVest Advisory held 36,303 shares of Dell worth $64.2K as of Q3 2026.
GoalVest Advisory bought 36,266 Dell shares in Q3 2026, an estimated $17M.
Dell made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #201 holding.
GoalVest Advisory first reported a position in Dell in Q1 2026 and has held it in 3 quarters since.
110 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.