Proactive Wealth Strategies
DELL icon

Proactive Wealth Strategies’s Dell DELL Stock Holding History

Proactive Wealth Strategies’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 		$3.44M Buy
6,402
+395
+7% +$186K 0.53% 52
2026
Q2 		$2.59M Buy
6,007
+319
+6% +$92.3K 0.42% 67
2026
Q1 		$933K Buy
+5,688
New +$758K 0.18% 107

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
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Proactive Wealth Strategies's DELL Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Dell (DELL) stake by 6.6% in Q3 2026, buying an estimated $186K and bringing the position to 6,402 shares worth $3.44M. The position accounts for 0.53% of the portfolio, ranked #52.

Proactive Wealth Strategies first reported a position in DELL in Q1 2026 and has held it in 3 quarters since. 1,705 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Proactive Wealth Strategies held 6,402 shares of Dell worth $3.44M as of Q3 2026.
  • Proactive Wealth Strategies bought 395 Dell shares in Q3 2026, an estimated $186K.
  • Dell made up 0.53% of Proactive Wealth Strategies's portfolio in Q3 2026, its #52 holding.
  • Proactive Wealth Strategies first reported a position in Dell in Q1 2026 and has held it in 3 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.