Physician Wealth Advisors’s Dell DELL Stock Holding History

Physician 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 Q2	$120K	Buy	278 +43	+18%	+$12.4K	0.01%	287
2026 Q1	$38.6K	Buy	235 +11	+5%	+$1.47K	0.01%	454
2025 Q4	$28.2K	Sell	224 -2	-0.9%	-$282	﹤0.01%	504
2025 Q3	$32K	Buy	226 +60	+36%	+$7.79K	﹤0.01%	465
2025 Q2	$20.4K	Buy	166 +34	+26%	+$3.48K	﹤0.01%	511
2025 Q1	$12K	Sell	132 -4	-3%	-$423	﹤0.01%	583
2024 Q4	$15.7K	Buy	+136	New	+$17.1K	﹤0.01%	548

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

Physician Wealth Advisors's DELL Position: Q2 2026 in Review

Physician Wealth Advisors increased its Dell (DELL) stake by 18% in Q2 2026, buying an estimated $12.4K and bringing the position to 278 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #287.

Physician Wealth Advisors first reported a position in DELL in Q4 2024 and has held it in 7 quarters since. 394 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Physician Wealth Advisors held 278 shares of Dell worth $120K as of Q2 2026.
Physician Wealth Advisors bought 43 Dell shares in Q2 2026, an estimated $12.4K.
Dell made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #287 holding.
Physician Wealth Advisors first reported a position in Dell in Q4 2024 and has held it in 7 quarters since.
394 funds tracked by Wall St. Rank held Dell as of Q2 2026.

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