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Smallwood Wealth Investment Management’s Dell DELL Stock Holding History

Smallwood Wealth Investment 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 		$173K Sell
400
-16
-4% -$4.63K 0.08% 104
2026
Q1 		$68.3K Hold
416
– – 0.04% 151
2025
Q4 		$52.4K Sell
416
-54
-11% -$7.61K 0.03% 175
2025
Q3 		$66.6K Hold
470
– – 0.03% 152
2025
Q2 		$57.6K Buy
470
+195
+71% +$19.9K 0.03% 152
2025
Q1 		$25.1K Buy
+275
New +$29.1K 0.02% 226

Other funds holding DELL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Smallwood Wealth Investment Management's DELL Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Dell (DELL) stake by 3.8% in Q2 2026, selling an estimated $4.63K and leaving 400 shares worth $173K. The position accounts for 0.08% of the portfolio, ranked #104.

Smallwood Wealth Investment Management first reported a position in DELL in Q1 2025 and has held it in 6 quarters since. 984 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Smallwood Wealth Investment Management held 400 shares of Dell worth $173K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 16 Dell shares in Q2 2026, an estimated $4.63K.
  • Dell made up 0.08% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #104 holding.
  • Smallwood Wealth Investment Management first reported a position in Dell in Q1 2025 and has held it in 6 quarters since.
  • 984 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.