Riverbend Wealth Management
DELL icon

Riverbend Wealth Management’s Dell DELL Stock Holding History

Riverbend Wealth Management’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 		$2.74M Sell
5,099
-614
-11% -$288K 1.25% 19
2026
Q2 		$2.47M Sell
5,713
-1,078
-16% -$312K 1.24% 19
2026
Q1 		$1.11M Buy
6,791
+353
+5% +$47K 0.64% 44
2025
Q4 		$810K Buy
6,438
+316
+5% +$44.5K 0.5% 57
2025
Q3 		$868K Buy
6,122
+574
+10% +$74.5K 0.61% 45
2025
Q2 		$680K Buy
+5,548
New +$567K 0.51% 51

Other funds holding DELL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return

Riverbend Wealth Management's DELL Position: Q3 2026 in Review

Riverbend Wealth Management reduced its Dell (DELL) stake by 11% in Q3 2026, selling an estimated $288K and leaving 5,099 shares worth $2.74M. The position accounts for 1.25% of the portfolio, ranked #19.

Riverbend Wealth Management first reported a position in DELL in Q2 2025 and has held it in 6 quarters since. 2,033 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Riverbend Wealth Management held 5,099 shares of Dell worth $2.74M as of Q3 2026.
  • Riverbend Wealth Management sold 614 Dell shares in Q3 2026, an estimated $288K.
  • Dell made up 1.25% of Riverbend Wealth Management's portfolio in Q3 2026, its #19 holding.
  • Riverbend Wealth Management first reported a position in Dell in Q2 2025 and has held it in 6 quarters since.
  • 2,033 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.