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Todd Wealth Management’s Dell DELL Stock Holding History

Todd 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 		$405K Sell
752
-10
-1% -$4.7K 0.31% 66
2026
Q2 		$329K Buy
+762
New +$220K 0.25% 76

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

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

Todd Wealth Management reduced its Dell (DELL) stake by 1.3% in Q3 2026, selling an estimated $4.7K and leaving 752 shares worth $405K. The position accounts for 0.31% of the portfolio, ranked #66.

Todd Wealth Management first reported a position in DELL in Q2 2026 and has held it in 2 quarters since. 961 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Todd Wealth Management held 752 shares of Dell worth $405K as of Q3 2026.
  • Todd Wealth Management sold 10 Dell shares in Q3 2026, an estimated $4.7K.
  • Dell made up 0.31% of Todd Wealth Management's portfolio in Q3 2026, its #66 holding.
  • Todd Wealth Management first reported a position in Dell in Q2 2026 and has held it in 2 quarters since.
  • 961 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.