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Polaris Financial Partners’s Dell DELL Stock Holding History

Polaris Financial Partners’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 		$5.01M Buy
+9,204
New +$4.32M 2.24% 10

Other funds holding DELL

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Polaris Financial Partners's DELL Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Dell (DELL) in Q3 2026: 9,204 shares worth $5.01M. The stake represents 2.24% of the portfolio and ranks #10 among its holdings.

10 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Polaris Financial Partners held 9,204 shares of Dell worth $5.01M as of Q3 2026.
  • Dell was a new Polaris Financial Partners position in Q3 2026.
  • Dell made up 2.24% of Polaris Financial Partners's portfolio in Q3 2026, its #10 holding.
  • 10 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.