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Private Client Services’s Dell DELL Stock Holding History

Private Client 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 		$229K Buy
+426
New +$200K 0.06% 207

Other funds holding DELL

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 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

Private Client Services's DELL Position: Q3 2026 in Review

Private Client Services opened a new position in Dell (DELL) in Q3 2026: 426 shares worth $229K. The stake represents 0.06% of the portfolio and ranks #207 among its holdings.

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

  • Private Client Services held 426 shares of Dell worth $229K as of Q3 2026.
  • Dell was a new Private Client Services position in Q3 2026.
  • Dell made up 0.06% of Private Client Services's portfolio in Q3 2026, its #207 holding.
  • 12 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.