Prevail Innovative Wealth Advisors’s Dell DELL Stock Holding History

Prevail Innovative 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	$496K	Sell	1,150 -243	-17%	-$70.3K	0.07%	131
2026 Q1	$229K	Sell	1,393 -7,705	-85%	-$1.03M	0.04%	166
2025 Q4	$1.15M	Sell	9,098 -27,202	-75%	-$3.83M	0.21%	140
2025 Q3	$5.15M	Sell	36,300 -2,587	-7%	-$336K	1%	25
2025 Q2	$4.77M	Buy	38,887 +11,562	+42%	+$1.18M	1.07%	23
2025 Q1	$2.49M	Buy	+27,325	New	+$2.89M	0.66%	47

Other funds holding DELL

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Prevail Innovative Wealth Advisors's DELL Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its Dell (DELL) stake by 17% in Q2 2026, selling an estimated $70.3K and leaving 1,150 shares worth $496K. The position accounts for 0.07% of the portfolio, ranked #131.

Prevail Innovative Wealth Advisors first reported a position in DELL in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.15M in Q3 2025. 967 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Prevail Innovative Wealth Advisors held 1,150 shares of Dell worth $496K as of Q2 2026.
Prevail Innovative Wealth Advisors sold 243 Dell shares in Q2 2026, an estimated $70.3K.
Dell made up 0.07% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #131 holding.
Prevail Innovative Wealth Advisors first reported a position in Dell in Q1 2025 and has held it in 6 quarters since.
Prevail Innovative Wealth Advisors's Dell position peaked at $5.15M in Q3 2025.
967 funds tracked by Wall St. Rank held Dell as of Q2 2026.

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