Planning Strategies Inc.’s Dell DELL Stock Holding History

Planning Strategies Inc.’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	$157K	Buy	+363	New	+$105K	0.1%	78

Other funds holding DELL

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Planning Strategies Inc.'s DELL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Dell (DELL) in Q2 2026: 363 shares worth $157K. The stake represents 0.1% of the portfolio and ranks #78 among its holdings.

783 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Planning Strategies Inc. held 363 shares of Dell worth $157K as of Q2 2026.
Dell was a new Planning Strategies Inc. position in Q2 2026.
Dell made up 0.1% of Planning Strategies Inc.'s portfolio in Q2 2026, its #78 holding.
783 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.