Wealth Enhancement Advisory Services
DELL icon

Wealth Enhancement Advisory Services’s Dell DELL Stock Holding History

Wealth Enhancement Advisory Services’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 		$35.1M Buy
107,087
+381
+0.4% +$110K 0.06% 286
2026
Q1 		$13.8M Buy
106,706
+13,185
+14% +$1.76M 0.03% 496
2025
Q4 		$11.6M Sell
93,521
-66,668
-42% -$9.39M 0.02% 645
2025
Q3 		$24.2M Buy
160,189
+67,895
+74% +$8.81M 0.04% 408
2025
Q2 		$11.6M Buy
92,294
+32,865
+55% +$3.36M 0.02% 586
2025
Q1 		$5.42M Buy
59,429
+5,277
+10% +$558K 0.01% 805
2024
Q4 		$6.24M Buy
54,152
+1,752
+3% +$220K 0.01% 721
2024
Q3 		$6.21M Buy
52,400
+20,810
+66% +$2.42M 0.01% 665
2024
Q2 		$4.36M Buy
31,590
+8,671
+38% +$1.16M 0.01% 721
2024
Q1 		$2.62M Buy
22,919
+3,573
+18% +$333K 0.01% 855
2023
Q4 		$1.48M Buy
19,346
+3,707
+24% +$262K ﹤0.01% 1005
2023
Q3 		$1.08M Buy
+15,639
New +$932K ﹤0.01% 1067

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

Wealth Enhancement Advisory Services's DELL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dell (DELL) stake by 0.36% in Q2 2026, buying an estimated $110K and bringing the position to 107,087 shares worth $35.1M. The position accounts for 0.06% of the portfolio, ranked #286.

Wealth Enhancement Advisory Services first reported a position in DELL in Q3 2023 and has held it in 12 quarters since. 525 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 107,087 shares of Dell worth $35.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 381 Dell shares in Q2 2026, an estimated $110K.
  • Dell made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #286 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dell in Q3 2023 and has held it in 12 quarters since.
  • 525 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.