Principle Wealth Partners’s Dell DELL Stock Holding History

Principle Wealth 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	$1.75M	Sell	3,259 -60	-2%	-$28.2K	0.08%	146
2026 Q2	$1.43M	Buy	3,319 +60	+2%	+$17.4K	0.07%	162
2026 Q1	$535K	Hold	3,259	–	–	0.03%	231
2025 Q4	$410K	Hold	3,259	–	–	0.02%	270
2025 Q3	$462K	Buy	3,259 +40	+1%	+$5.19K	0.03%	242
2025 Q2	$395K	Buy	3,219 +143	+5%	+$14.6K	0.02%	259
2025 Q1	$280K	Hold	3,076	–	–	0.02%	297
2024 Q4	$354K	Hold	3,076	–	–	0.02%	265
2024 Q3	$365K	Hold	3,076	–	–	0.03%	261
2024 Q2	$424K	Hold	3,076	–	–	0.03%	239
2024 Q1	$351K	Hold	3,076	–	–	0.03%	263
2023 Q4	$235K	Sell	3,076 -19	-0.6%	-$1.34K	0.02%	305
2023 Q3	$213K	Buy	+3,095	New	+$184K	0.02%	304
2021 Q4	–	Sell	-6,988	Closed	-$369K	–	322
2021 Q3	$369K	Hold	6,988	–	–	0.04%	231
2021 Q2	$353K	Hold	6,988	–	–	0.04%	230
2021 Q1	$312K	Hold	6,988	–	–	0.04%	230
2020 Q4	$260K	Buy	+6,988	New	+$243K	0.03%	239
2020 Q3	–	Sell	-541	Closed	-$15K	–	216
2020 Q2	$15K	Buy	+541	New	+$12.2K	﹤0.01%	375

Other funds holding DELL

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Principle Wealth Partners's DELL Position: Q3 2026 in Review

Principle Wealth Partners reduced its Dell (DELL) stake by 1.8% in Q3 2026, selling an estimated $28.2K and leaving 3,259 shares worth $1.75M. The position accounts for 0.08% of the portfolio, ranked #146.

Principle Wealth Partners first reported a position in DELL in Q2 2020 and has held it in 18 quarters since. 1,030 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

Principle Wealth Partners held 3,259 shares of Dell worth $1.75M as of Q3 2026.
Principle Wealth Partners sold 60 Dell shares in Q3 2026, an estimated $28.2K.
Dell made up 0.08% of Principle Wealth Partners's portfolio in Q3 2026, its #146 holding.
Principle Wealth Partners first reported a position in Dell in Q2 2020 and has held it in 18 quarters since.
1,030 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.