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Mission Wealth Management’s Dell DELL Stock Holding History

Mission Wealth Management’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 		– Hold
0
– – – 649
2024
Q3 		– Hold
0
– -$13.8K – 691
2024
Q2 		– Hold
0
– – – 668
2024
Q1 		– Hold
0
– – – 665

Other funds holding DELL

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mission Wealth Management's DELL Position: Q2 2026 in Review

Mission Wealth Management increased its Dell (DELL) stake by 88% in Q2 2026, buying an estimated $747K and bringing the position to 5,509 shares worth $2.38M. The position accounts for 0.03% of the portfolio, ranked #275.

Mission Wealth Management first reported a position in DELL in Q1 2024 and has held it in 10 quarters since. 1,050 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Mission Wealth Management held 5,509 shares of Dell worth $2.38M as of Q2 2026.
  • Mission Wealth Management bought 2,581 Dell shares in Q2 2026, an estimated $747K.
  • Dell made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Mission Wealth Management first reported a position in Dell in Q1 2024 and has held it in 10 quarters since.
  • 1,050 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.