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Valeo Financial Advisors’s Dell DELL Stock Holding History

Valeo 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
2024
Q3 		– Sell
-2,000
Closed -$276 – 713
2024
Q2 		$276 Buy
+2,000
New +$268K ﹤0.01% 668

Other funds holding DELL

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

Valeo Financial Advisors's DELL Position: Q3 2026 in Review

Valeo Financial Advisors increased its Dell (DELL) stake by 1.1% in Q3 2026, buying an estimated $31K and bringing the position to 6,166 shares worth $3.32M. The position accounts for 0.07% of the portfolio, ranked #130.

Valeo Financial Advisors first reported a position in DELL in Q3 2017 and has held it in 34 quarters since. 110 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Valeo Financial Advisors held 6,166 shares of Dell worth $3.32M as of Q3 2026.
  • Valeo Financial Advisors bought 66 Dell shares in Q3 2026, an estimated $31K.
  • Dell made up 0.07% of Valeo Financial Advisors's portfolio in Q3 2026, its #130 holding.
  • Valeo Financial Advisors first reported a position in Dell in Q3 2017 and has held it in 34 quarters since.
  • 110 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.