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Retirement Wealth Solutions’s Dell DELL Stock Holding History

Retirement Wealth Solutions’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 		$27.2K Buy
63
+6
+11% +$1.74K 0.02% 130
2026
Q1 		$9.36K Buy
57
+15
+36% +$2K 0.01% 215
2025
Q4 		$5.29K Hold
42
– – ﹤0.01% 302
2025
Q3 		$5.96K Hold
42
– – ﹤0.01% 280
2025
Q2 		$5.15K Hold
42
– – ﹤0.01% 292
2025
Q1 		$3.83K Hold
42
– – ﹤0.01% 315
2024
Q4 		$4.82K Buy
+42
New +$5.27K ﹤0.01% 295

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
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
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Retirement Wealth Solutions's DELL Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Dell (DELL) stake by 11% in Q2 2026, buying an estimated $1.74K and bringing the position to 63 shares worth $27.2K. The position accounts for 0.02% of the portfolio, ranked #130.

Retirement Wealth Solutions first reported a position in DELL in Q4 2024 and has held it in 7 quarters since. 335 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Retirement Wealth Solutions held 63 shares of Dell worth $27.2K as of Q2 2026.
  • Retirement Wealth Solutions bought 6 Dell shares in Q2 2026, an estimated $1.74K.
  • Dell made up 0.02% of Retirement Wealth Solutions's portfolio in Q2 2026, its #130 holding.
  • Retirement Wealth Solutions first reported a position in Dell in Q4 2024 and has held it in 7 quarters since.
  • 335 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.