Pinnacle Wealth Planning Services
DELL icon

Pinnacle Wealth Planning Services’s Dell DELL Stock Holding History

Pinnacle Wealth Planning Services’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 		$905K Sell
1,683
-502
-23% -$236K 0.09% 134
2026
Q2 		$943K Buy
2,185
+741
+51% +$214K 0.09% 127
2026
Q1 		$237K Buy
1,444
+190
+15% +$25.3K 0.02% 418
2025
Q4 		$158K Buy
+1,254
New +$177K 0.02% 564
2021
Q1 		– Sell
-77
Closed -$3K – 763
2020
Q4 		$3K Buy
+77
New +$2.68K ﹤0.01% 1803

Other funds holding DELL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 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

Pinnacle Wealth Planning Services's DELL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Dell (DELL) stake by 23% in Q3 2026, selling an estimated $236K and leaving 1,683 shares worth $905K. The position accounts for 0.09% of the portfolio, ranked #134.

Pinnacle Wealth Planning Services first reported a position in DELL in Q4 2020 and has held it in 5 quarters since. The position peaked at $943K in Q2 2026. 797 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,683 shares of Dell worth $905K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 502 Dell shares in Q3 2026, an estimated $236K.
  • Dell made up 0.09% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #134 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dell in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Dell position peaked at $943K in Q2 2026.
  • 797 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.