Values Added Financial
DELL icon

Values Added Financial’s Dell DELL Stock Holding History

Values Added Financial’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 		$276K Buy
513
+2
+0.4% +$939 0.1% 112
2026
Q2 		$220K Buy
+511
New +$148K 0.08% 138

Other funds holding DELL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Values Added Financial's DELL Position: Q3 2026 in Review

Values Added Financial increased its Dell (DELL) stake by 0.39% in Q3 2026, buying an estimated $939 and bringing the position to 513 shares worth $276K. The position accounts for 0.1% of the portfolio, ranked #112.

Values Added Financial first reported a position in DELL in Q2 2026 and has held it in 2 quarters since. 927 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Values Added Financial held 513 shares of Dell worth $276K as of Q3 2026.
  • Values Added Financial bought 2 Dell shares in Q3 2026, an estimated $939.
  • Dell made up 0.1% of Values Added Financial's portfolio in Q3 2026, its #112 holding.
  • Values Added Financial first reported a position in Dell in Q2 2026 and has held it in 2 quarters since.
  • 927 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.