HHM Wealth Advisors’s Dell DELL Stock Holding History

HHM 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 Q2	$214K	Buy	497 +382	+332%	+$110K	0.02%	206
2026 Q1	$18.9K	Hold	115	–	–	﹤0.01%	523
2025 Q4	$14.5K	Hold	115	–	–	﹤0.01%	551
2025 Q3	$16.3K	Hold	115	–	–	﹤0.01%	545
2025 Q2	$14.1K	Sell	115 -8	-7%	-$818	﹤0.01%	559
2025 Q1	$11.2K	Sell	123 -250	-67%	-$26.4K	﹤0.01%	573
2024 Q4	$43K	Buy	373 +8	+2%	+$1K	0.01%	387
2024 Q3	$43.3K	Sell	365 -809	-69%	-$94.2K	0.01%	362
2024 Q2	$162K	Hold	1,174	–	–	0.02%	197
2024 Q1	$134K	Hold	1,174	–	–	0.02%	186
2023 Q4	$89.8K	Hold	1,174	–	–	0.02%	220
2023 Q3	$80.9K	Buy	1,174 +1,000	+575%	+$59.6K	0.02%	216
2023 Q2	$9.42K	Hold	174	–	–	﹤0.01%	547
2023 Q1	$7K	Hold	174	–	–	﹤0.01%	583
2022 Q4	$7K	Hold	174	–	–	﹤0.01%	496
2022 Q3	$6K	Hold	174	–	–	﹤0.01%	501
2022 Q2	$8K	Hold	174	–	–	﹤0.01%	565
2022 Q1	$9K	Buy	174 +59	+51%	+$3.29K	﹤0.01%	545
2021 Q4	$6K	Sell	115 -112	-49%	-$6.25K	﹤0.01%	559
2021 Q3	$12K	Hold	227	–	–	﹤0.01%	475
2021 Q2	$11K	Hold	227	–	–	﹤0.01%	464
2021 Q1	$10K	Hold	227	–	–	﹤0.01%	448
2020 Q4	$8K	Hold	227	–	–	﹤0.01%	431
2020 Q3	$8K	Hold	227	–	–	﹤0.01%	403
2020 Q2	$6K	Hold	227	–	–	﹤0.01%	394
2020 Q1	$5K	Buy	+227	New	+$5.24K	﹤0.01%	386

Other funds holding DELL

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

AHB

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

HHM Wealth Advisors's DELL Position: Q2 2026 in Review

HHM Wealth Advisors increased its Dell (DELL) stake by 332% in Q2 2026, buying an estimated $110K and bringing the position to 497 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #206.

HHM Wealth Advisors first reported a position in DELL in Q1 2020 and has held it in 26 quarters since. 708 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

HHM Wealth Advisors held 497 shares of Dell worth $214K as of Q2 2026.
HHM Wealth Advisors bought 382 Dell shares in Q2 2026, an estimated $110K.
Dell made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #206 holding.
HHM Wealth Advisors first reported a position in Dell in Q1 2020 and has held it in 26 quarters since.
708 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.