Realta Investment Advisors’s Dell DELL Stock Holding History

Realta Investment 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 Q2	$416K	Buy	+964	New	+$279K	0.13%	148
2021 Q2	–	Sell	-4,717	Closed	-$211K	–	399
2021 Q1	$211K	Buy	+4,717	New	+$193K	0.06%	342
2020 Q3	–	Sell	-8,387	Closed	-$234K	–	328
2020 Q2	$234K	Sell	8,387 -1,875	-18%	-$42.1K	0.08%	287
2020 Q1	$206K	Sell	10,262 -522	-5%	-$12K	0.09%	260
2019 Q4	$264K	Sell	10,784 -395	-4%	-$10.3K	0.07%	285
2019 Q3	$294K	Sell	11,179 -592	-5%	-$15.7K	0.08%	258
2019 Q2	$299K	Buy	+11,771	New	+$367K	0.08%	257

Other funds holding DELL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AHB

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

Realta Investment Advisors's DELL Position: Q2 2026 in Review

Realta Investment Advisors opened a new position in Dell (DELL) in Q2 2026: 964 shares worth $416K. The stake represents 0.13% of the portfolio and ranks #148 among its holdings. This is a return to the name: Realta Investment Advisors previously reported a position in DELL as recently as Q1 2021.

Realta Investment Advisors first reported a position in DELL in Q2 2019 and has held it in 7 quarters since. 638 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Realta Investment Advisors held 964 shares of Dell worth $416K as of Q2 2026.
Dell was a new Realta Investment Advisors position in Q2 2026.
Dell made up 0.13% of Realta Investment Advisors's portfolio in Q2 2026, its #148 holding.
Realta Investment Advisors first reported a position in Dell in Q2 2019 and has held it in 7 quarters since.
638 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.