Opal Wealth Advisors
DELL icon

Opal Wealth Advisors’s Dell DELL Stock Holding History

Opal Wealth 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
Q3 		$479K Buy
+891
New +$419K 0.1% 104
2026
Q2 		– Sell
-173
Closed -$28.5K – 323
2026
Q1 		$28.5K Buy
+173
New +$23K 0.01% 521

Other funds holding DELL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Beese Fulmer Investment Management
Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return

Opal Wealth Advisors's DELL Position: Q3 2026 in Review

Opal Wealth Advisors opened a new position in Dell (DELL) in Q3 2026: 891 shares worth $479K. The stake represents 0.1% of the portfolio and ranks #104 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in DELL as recently as Q1 2026.

Opal Wealth Advisors first reported a position in DELL in Q1 2026 and has held it in 2 quarters since. 730 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Opal Wealth Advisors held 891 shares of Dell worth $479K as of Q3 2026.
  • Dell was a new Opal Wealth Advisors position in Q3 2026.
  • Dell made up 0.1% of Opal Wealth Advisors's portfolio in Q3 2026, its #104 holding.
  • Opal Wealth Advisors first reported a position in Dell in Q1 2026 and has held it in 2 quarters since.
  • 730 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.