Primoris Wealth Advisors
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Primoris Wealth Advisors’s Dell DELL Stock Holding History

Primoris 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 		$4.7M Buy
8,735
+7,235
+482% +$3.4M 2.19% 14
2026
Q2 		$647K Buy
+1,500
New +$434K 0.3% 62
2022
Q1 		– Sell
-89,308
Closed -$5.01M – 81
2021
Q4 		$5.01M Buy
+89,308
New +$4.98M 4.04% 3

Other funds holding DELL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

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

Primoris Wealth Advisors increased its Dell (DELL) stake by 482% in Q3 2026, buying an estimated $3.4M and bringing the position to 8,735 shares worth $4.7M. The position accounts for 2.19% of the portfolio, ranked #14.

Primoris Wealth Advisors first reported a position in DELL in Q4 2021 and has held it in 3 quarters since. The position peaked at $5.01M in Q4 2021. 1,794 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Primoris Wealth Advisors held 8,735 shares of Dell worth $4.7M as of Q3 2026.
  • Primoris Wealth Advisors bought 7,235 Dell shares in Q3 2026, an estimated $3.4M.
  • Dell made up 2.19% of Primoris Wealth Advisors's portfolio in Q3 2026, its #14 holding.
  • Primoris Wealth Advisors first reported a position in Dell in Q4 2021 and has held it in 3 quarters since.
  • Primoris Wealth Advisors's Dell position peaked at $5.01M in Q4 2021.
  • 1,794 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Primoris Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.