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Westwind Capital’s Dell DELL Stock Holding History

Westwind Capital’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 		$1.94M Buy
4,486
+3,737
+499% +$1.08M 0.46% 39
2026
Q1 		$123K Buy
+749
New +$99.8K 0.03% 44

Other funds holding DELL

MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 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

Westwind Capital's DELL Position: Q2 2026 in Review

Westwind Capital increased its Dell (DELL) stake by 499% in Q2 2026, buying an estimated $1.08M and bringing the position to 4,486 shares worth $1.94M. The position accounts for 0.46% of the portfolio, ranked #39.

Westwind Capital first reported a position in DELL in Q1 2026 and has held it in 2 quarters since. 967 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Westwind Capital held 4,486 shares of Dell worth $1.94M as of Q2 2026.
  • Westwind Capital bought 3,737 Dell shares in Q2 2026, an estimated $1.08M.
  • Dell made up 0.46% of Westwind Capital's portfolio in Q2 2026, its #39 holding.
  • Westwind Capital first reported a position in Dell in Q1 2026 and has held it in 2 quarters since.
  • 967 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.