HVP
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Hudson Value Partners’s Dell DELL Stock Holding History

Hudson Value Partners’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 		$13M Sell
30,104
-14,605
-33% -$4.22M 3.26% 6
2026
Q1 		$7.34M Buy
44,709
+393
+0.9% +$52.4K 2.19% 12
2025
Q4 		$5.65M Buy
44,316
+251
+0.6% +$35.4K 1.68% 24
2025
Q3 		$6.25M Sell
44,065
-135
-0.3% -$17.5K 1.93% 18
2025
Q2 		$5.42M Sell
44,200
-669
-1% -$68.4K 1.87% 16
2025
Q1 		$4.09M Buy
+44,869
New +$4.75M 1.54% 22

Other funds holding DELL

MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Hudson Value Partners's DELL Position: Q2 2026 in Review

Hudson Value Partners reduced its Dell (DELL) stake by 33% in Q2 2026, selling an estimated $4.22M and leaving 30,104 shares worth $13M. The position accounts for 3.26% of the portfolio, ranked #6.

Hudson Value Partners first reported a position in DELL in Q1 2025 and has held it in 6 quarters since. 795 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Hudson Value Partners held 30,104 shares of Dell worth $13M as of Q2 2026.
  • Hudson Value Partners sold 14,605 Dell shares in Q2 2026, an estimated $4.22M.
  • Dell made up 3.26% of Hudson Value Partners's portfolio in Q2 2026, its #6 holding.
  • Hudson Value Partners first reported a position in Dell in Q1 2025 and has held it in 6 quarters since.
  • 795 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.