Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Dell DELL Stock Holding History

Kovitz Investment Group 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 		$10.7M Sell
24,743
-6,352
-20% -$1.84M 0.24% 94
2026
Q1 		$5.1M Buy
31,095
+2,914
+10% +$388K 0.12% 133
2025
Q4 		$3.55M Sell
28,181
-36,292
-56% -$5.11M 0.08% 169
2025
Q3 		$9.14M Sell
64,473
-4,755
-7% -$617K 0.04% 344
2025
Q2 		$8.49M Buy
69,228
+44,132
+176% +$4.51M 0.04% 344
2025
Q1 		$2.29M Buy
25,096
+5,428
+28% +$574K 0.01% 553
2024
Q4 		$2.27M Buy
19,668
+2,376
+14% +$298K 0.01% 552
2024
Q3 		$1.8M Sell
17,292
-958
-5% -$112K 0.01% 504
2024
Q2 		$2.52M Buy
18,250
+10,925
+149% +$1.46M 0.02% 394
2024
Q1 		$836K Buy
+7,325
New +$683K 0.01% 434
2020
Q1 		– Sell
-8,294
Closed -$216K – 369
2019
Q4 		$216K Sell
8,294
-1,285
-13% -$33.4K 0.01% 356
2019
Q3 		$252K Sell
9,579
-1,221
-11% -$32.4K 0.01% 343
2019
Q2 		$278K Sell
10,800
-466
-4% -$14.5K 0.01% 333
2019
Q1 		$335K Buy
+11,266
New +$297K 0.01% 331

Other funds holding DELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kovitz Investment Group Partners's DELL Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Dell (DELL) stake by 20% in Q2 2026, selling an estimated $1.84M and leaving 24,743 shares worth $10.7M. The position accounts for 0.24% of the portfolio, ranked #94.

Kovitz Investment Group Partners first reported a position in DELL in Q1 2019 and has held it in 14 quarters since. 2,139 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Kovitz Investment Group Partners held 24,743 shares of Dell worth $10.7M as of Q2 2026.
  • Kovitz Investment Group Partners sold 6,352 Dell shares in Q2 2026, an estimated $1.84M.
  • Dell made up 0.24% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #94 holding.
  • Kovitz Investment Group Partners first reported a position in Dell in Q1 2019 and has held it in 14 quarters since.
  • 2,139 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.