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 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

MMC

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return

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

Riverbend Wealth Management's DELL Position: Q2 2026 in Review

Riverbend Wealth Management reduced its Dell (DELL) stake by 16% in Q2 2026, selling an estimated $312K and leaving 5,713 shares worth $2.47M. The position accounts for 1.24% of the portfolio, ranked #19.

Riverbend Wealth Management first reported a position in DELL in Q2 2025 and has held it in 5 quarters since. 969 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Riverbend Wealth Management held 5,713 shares of Dell worth $2.47M as of Q2 2026.
Riverbend Wealth Management sold 1,078 Dell shares in Q2 2026, an estimated $312K.
Dell made up 1.24% of Riverbend Wealth Management's portfolio in Q2 2026, its #19 holding.
Riverbend Wealth Management first reported a position in Dell in Q2 2025 and has held it in 5 quarters since.
969 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.