True Wealth Design
DELL icon

True Wealth Design’s Dell DELL Stock Holding History

True Wealth Design’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 		$254K Sell
473
-16
-3% -$7.52K 0.06% 93
2026
Q2 		$211K Sell
489
-305
-38% -$88.2K 0.05% 107
2026
Q1 		$130K Buy
794
+32
+4% +$4.26K 0.04% 157
2025
Q4 		$95.9K Sell
762
-55
-7% -$7.75K 0.03% 196
2025
Q3 		$116K Buy
817
+179
+28% +$23.2K 0.04% 133
2025
Q2 		$78.2K Buy
638
+572
+867% +$58.5K 0.03% 140
2025
Q1 		$5.98K Sell
66
-168
-72% -$17.8K ﹤0.01% 626
2024
Q4 		$26.9K Sell
234
-29
-11% -$3.64K 0.01% 279
2024
Q3 		$31.2K Buy
263
+253
+2,530% +$29.5K 0.01% 235
2024
Q2 		$1.38K Buy
10
+1
+11% +$134 ﹤0.01% 442
2024
Q1 		$1.03K Buy
9
+4
+80% +$373 ﹤0.01% 461
2023
Q4 		$383 Hold
5
– – ﹤0.01% 546
2023
Q3 		$345 Hold
5
– – ﹤0.01% 521
2023
Q2 		$271 Hold
5
– – ﹤0.01% 606
2023
Q1 		$202 Hold
5
– – ﹤0.01% 729
2022
Q4 		$201 Buy
+5
New +$198 ﹤0.01% 661

Other funds holding DELL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Beese Fulmer Investment Management
Beese Fulmer Investment Management Canton, Ohio $1.76B AUM 36.11% 1-Year Est. Return

True Wealth Design's DELL Position: Q3 2026 in Review

True Wealth Design reduced its Dell (DELL) stake by 3.3% in Q3 2026, selling an estimated $7.52K and leaving 473 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #93.

True Wealth Design first reported a position in DELL in Q4 2022 and has held it in 16 quarters since. 673 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • True Wealth Design held 473 shares of Dell worth $254K as of Q3 2026.
  • True Wealth Design sold 16 Dell shares in Q3 2026, an estimated $7.52K.
  • Dell made up 0.06% of True Wealth Design's portfolio in Q3 2026, its #93 holding.
  • True Wealth Design first reported a position in Dell in Q4 2022 and has held it in 16 quarters since.
  • 673 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.