Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

GoalVest Advisory's DELL Position: Q2 2026 in Review

GoalVest Advisory increased its Dell (DELL) stake by 8.8% in Q2 2026, buying an estimated $868 and bringing the position to 37 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

GoalVest Advisory first reported a position in DELL in Q1 2026 and has held it in 2 quarters since. 2,123 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • GoalVest Advisory held 37 shares of Dell worth $16K as of Q2 2026.
  • GoalVest Advisory bought 3 Dell shares in Q2 2026, an estimated $868.
  • Dell made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #325 holding.
  • GoalVest Advisory first reported a position in Dell in Q1 2026 and has held it in 2 quarters since.
  • 2,123 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.