LVW Advisors’s Dell DELL Stock Holding History

LVW 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	$669K	Buy	1,550 +6	+0.4%	+$1.74K	0.06%	179
2026 Q1	$253K	Buy	+1,544	New	+$206K	0.02%	366

Other funds holding DELL

MMC

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVW Advisors's DELL Position: Q2 2026 in Review

LVW Advisors increased its Dell (DELL) stake by 0.39% in Q2 2026, buying an estimated $1.74K and bringing the position to 1,550 shares worth $669K. The position accounts for 0.06% of the portfolio, ranked #179.

LVW Advisors first reported a position in DELL in Q1 2026 and has held it in 2 quarters since. 967 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

LVW Advisors held 1,550 shares of Dell worth $669K as of Q2 2026.
LVW Advisors bought 6 Dell shares in Q2 2026, an estimated $1.74K.
Dell made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #179 holding.
LVW Advisors first reported a position in Dell in Q1 2026 and has held it in 2 quarters since.
967 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.