Root Financial Partners
DELL icon

Root Financial Partners’s Dell DELL Stock Holding History

Root Financial Partners’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 		$558K Buy
1,037
+214
+26% +$101K 0.02% 207
2026
Q2 		$355K Sell
823
-557
-40% -$161K 0.01% 254
2026
Q1 		$227K Buy
1,380
+169
+14% +$22.5K 0.01% 310
2025
Q4 		$152K Sell
1,211
-7
-0.6% -$986 0.01% 344
2025
Q3 		$173K Buy
+1,218
New +$158K 0.01% 309
2024
Q3 		– Sell
-2,057
Closed -$284K – 154
2024
Q2 		$284K Buy
+2,057
New +$276K 0.07% 94

Other funds holding DELL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Root Financial Partners's DELL Position: Q3 2026 in Review

Root Financial Partners increased its Dell (DELL) stake by 26% in Q3 2026, buying an estimated $101K and bringing the position to 1,037 shares worth $558K. The position accounts for 0.02% of the portfolio, ranked #207.

Root Financial Partners first reported a position in DELL in Q2 2024 and has held it in 6 quarters since. 961 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Root Financial Partners held 1,037 shares of Dell worth $558K as of Q3 2026.
  • Root Financial Partners bought 214 Dell shares in Q3 2026, an estimated $101K.
  • Dell made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #207 holding.
  • Root Financial Partners first reported a position in Dell in Q2 2024 and has held it in 6 quarters since.
  • 961 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.