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Unify Financial Advisors’s Dell DELL Stock Holding History

Unify Financial 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
Q2 		$2.06M Sell
4,767
-833
-15% -$241K 1.9% 11
2026
Q1 		$919K Sell
5,600
-180
-3% -$24K 0.95% 31
2025
Q4 		$728K Buy
+5,780
New +$814K 0.76% 34

Other funds holding DELL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Unify Financial Advisors's DELL Position: Q2 2026 in Review

Unify Financial Advisors reduced its Dell (DELL) stake by 15% in Q2 2026, selling an estimated $241K and leaving 4,767 shares worth $2.06M. The position accounts for 1.9% of the portfolio, ranked #11.

Unify Financial Advisors first reported a position in DELL in Q4 2025 and has held it in 3 quarters since. 542 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Unify Financial Advisors held 4,767 shares of Dell worth $2.06M as of Q2 2026.
  • Unify Financial Advisors sold 833 Dell shares in Q2 2026, an estimated $241K.
  • Dell made up 1.9% of Unify Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Unify Financial Advisors first reported a position in Dell in Q4 2025 and has held it in 3 quarters since.
  • 542 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.