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TrueWealth Advisors’s Dell DELL Stock Holding History

TrueWealth Advisors’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 		$961K Sell
1,786
-1,420
-44% -$667K 0.22% 91
2026
Q2 		$1.38M Buy
+3,206
New +$927K 0.31% 58

Other funds holding DELL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

TrueWealth Advisors's DELL Position: Q3 2026 in Review

TrueWealth Advisors reduced its Dell (DELL) stake by 44% in Q3 2026, selling an estimated $667K and leaving 1,786 shares worth $961K. The position accounts for 0.22% of the portfolio, ranked #91.

TrueWealth Advisors first reported a position in DELL in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.38M in Q2 2026. 1,455 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • TrueWealth Advisors held 1,786 shares of Dell worth $961K as of Q3 2026.
  • TrueWealth Advisors sold 1,420 Dell shares in Q3 2026, an estimated $667K.
  • Dell made up 0.22% of TrueWealth Advisors's portfolio in Q3 2026, its #91 holding.
  • TrueWealth Advisors first reported a position in Dell in Q2 2026 and has held it in 2 quarters since.
  • TrueWealth Advisors's Dell position peaked at $1.38M in Q2 2026.
  • 1,455 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.