Olistico Wealth’s Dell DELL Stock Holding History

Olistico 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	$1.61M	Sell	3,742 -600	-14%	-$174K	0.69%	33
2026 Q1	$713K	Buy	4,342 +835	+24%	+$111K	0.35%	56
2025 Q4	$441K	Buy	3,507 +407	+13%	+$57.3K	0.22%	64
2025 Q3	$439K	Hold	3,100	–	–	0.23%	65
2025 Q2	$380K	Buy	+3,100	New	+$317K	0.21%	70

Other funds holding DELL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AHB

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Olistico Wealth's DELL Position: Q2 2026 in Review

Olistico Wealth reduced its Dell (DELL) stake by 14% in Q2 2026, selling an estimated $174K and leaving 3,742 shares worth $1.61M. The position accounts for 0.69% of the portfolio, ranked #33.

Olistico Wealth first reported a position in DELL in Q2 2025 and has held it in 5 quarters since. 335 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Olistico Wealth held 3,742 shares of Dell worth $1.61M as of Q2 2026.
Olistico Wealth sold 600 Dell shares in Q2 2026, an estimated $174K.
Dell made up 0.69% of Olistico Wealth's portfolio in Q2 2026, its #33 holding.
Olistico Wealth first reported a position in Dell in Q2 2025 and has held it in 5 quarters since.
335 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.