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

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

Valeo Financial Advisors increased its Dell (DELL) stake by 7.6% in Q2 2026, buying an estimated $125K and bringing the position to 6,100 shares worth $2.63M. The position accounts for 0.06% of the portfolio, ranked #143.

Valeo Financial Advisors first reported a position in DELL in Q3 2017 and has held it in 33 quarters since. 1,077 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Valeo Financial Advisors held 6,100 shares of Dell worth $2.63M as of Q2 2026.
  • Valeo Financial Advisors bought 433 Dell shares in Q2 2026, an estimated $125K.
  • Dell made up 0.06% of Valeo Financial Advisors's portfolio in Q2 2026, its #143 holding.
  • Valeo Financial Advisors first reported a position in Dell in Q3 2017 and has held it in 33 quarters since.
  • 1,077 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.