Private Wealth Partners
DELL icon

Private Wealth Partners’s Dell DELL Stock Holding History

Private 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 		$447K Sell
831
-230
-22% -$108K 0.03% 126
2026
Q2 		$458K Buy
+1,061
New +$307K 0.03% 132
2025
Q1 		– Sell
-6,186
Closed -$713K – 165
2024
Q4 		$713K Buy
6,186
+716
+13% +$89.9K 0.05% 107
2024
Q3 		$648K Buy
+5,470
New +$637K 0.05% 109

Other funds holding DELL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

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

Private Wealth Partners reduced its Dell (DELL) stake by 22% in Q3 2026, selling an estimated $108K and leaving 831 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #126.

Private Wealth Partners first reported a position in DELL in Q3 2024 and has held it in 4 quarters since. The position peaked at $713K in Q4 2024. 961 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Private Wealth Partners held 831 shares of Dell worth $447K as of Q3 2026.
  • Private Wealth Partners sold 230 Dell shares in Q3 2026, an estimated $108K.
  • Dell made up 0.03% of Private Wealth Partners's portfolio in Q3 2026, its #126 holding.
  • Private Wealth Partners first reported a position in Dell in Q3 2024 and has held it in 4 quarters since.
  • Private Wealth Partners's Dell position peaked at $713K in Q4 2024.
  • 961 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.