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Symphony Financial Services’s Dell DELL Stock Holding History

Symphony Financial Services’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 		$913K Sell
2,115
-125
-6% -$36.2K 0.41% 39
2026
Q1 		$368K Hold
2,240
– – 0.19% 65
2025
Q4 		$282K Hold
2,240
– – 0.14% 78
2025
Q3 		$318K Buy
2,240
+1
+0% +$130 0.17% 64
2025
Q2 		$275K Buy
+2,239
New +$229K 0.16% 65

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
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
IHL
Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Symphony Financial Services's DELL Position: Q2 2026 in Review

Symphony Financial Services reduced its Dell (DELL) stake by 5.6% in Q2 2026, selling an estimated $36.2K and leaving 2,115 shares worth $913K. The position accounts for 0.41% of the portfolio, ranked #39.

Symphony Financial Services first reported a position in DELL in Q2 2025 and has held it in 5 quarters since. 967 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Symphony Financial Services held 2,115 shares of Dell worth $913K as of Q2 2026.
  • Symphony Financial Services sold 125 Dell shares in Q2 2026, an estimated $36.2K.
  • Dell made up 0.41% of Symphony Financial Services's portfolio in Q2 2026, its #39 holding.
  • Symphony Financial Services first reported a position in Dell in Q2 2025 and has held it in 5 quarters since.
  • 967 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.