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Regent Peak Wealth Advisors’s Dell DELL Stock Holding History

Regent Peak Wealth 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 		$334K Buy
+775
New +$224K 0.06% 137
2021
Q1 		– Sell
-8
Closed – – 346
2020
Q4 		$0 Buy
+8
New +$279 ﹤0.01% 1067

Other funds holding DELL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Swedbank
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Regent Peak Wealth Advisors's DELL Position: Q2 2026 in Review

Regent Peak Wealth Advisors opened a new position in Dell (DELL) in Q2 2026: 775 shares worth $334K. The stake represents 0.06% of the portfolio and ranks #137 among its holdings. This is a return to the name: Regent Peak Wealth Advisors previously reported a position in DELL as recently as Q4 2020.

Regent Peak Wealth Advisors first reported a position in DELL in Q4 2020 and has held it in 2 quarters since. 494 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Regent Peak Wealth Advisors held 775 shares of Dell worth $334K as of Q2 2026.
  • Dell was a new Regent Peak Wealth Advisors position in Q2 2026.
  • Dell made up 0.06% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • Regent Peak Wealth Advisors first reported a position in Dell in Q4 2020 and has held it in 2 quarters since.
  • 494 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.