Kaufman Rossin Wealth’s Dell DELL Stock Holding History

Kaufman Rossin Wealth’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	$494K	Sell	1,098 -145	-12%	-$41.9K	0.23%	47
2026 Q1	$204K	Buy	+1,243	New	+$166K	0.12%	95

Other funds holding DELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Kaufman Rossin Wealth's DELL Position: Q2 2026 in Review

Kaufman Rossin Wealth reduced its Dell (DELL) stake by 12% in Q2 2026, selling an estimated $41.9K and leaving 1,098 shares worth $494K. The position accounts for 0.23% of the portfolio, ranked #47.

Kaufman Rossin Wealth first reported a position in DELL in Q1 2026 and has held it in 2 quarters since. 1,317 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Kaufman Rossin Wealth held 1,098 shares of Dell worth $494K as of Q2 2026.
Kaufman Rossin Wealth sold 145 Dell shares in Q2 2026, an estimated $41.9K.
Dell made up 0.23% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #47 holding.
Kaufman Rossin Wealth first reported a position in Dell in Q1 2026 and has held it in 2 quarters since.
1,317 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.