How many shares of DELL does &PARTNERS own?

As of 2026-Q2, &PARTNERS holds 53,882 shares of DELL (DELL TECHNOLOGIES -C).

What is &PARTNERS's DELL position worth?

As of 2026-Q2, &PARTNERS's DELL position is worth $23.2M.

In 2026-Q2, &PARTNERS decreased their DELL position (-10.1% change in shares).

Based on available 13F filings, &PARTNERS first reported a position in DELL in 2019-Q3. They have held the position across 22 quarters.

Position history for &PARTNERS's holdings in DELL TECHNOLOGIES -C

Current Value

$23.2M

Current Shares

53,882

Total Value Change

+$22.8M

Total Shares Change

+45,162

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	53,882	-10.1%	$23.2M	0.1%	$430.75	0
2026-Q1	Decreased	59,903	-1.8%	$9.8M	0.0%	$163.35	0
2025-Q4	Increased	61,027	+26.0%	$7.7M	0.0%	$124.74	34
2025-Q3	Increased	48,441	+4.6%	$6.9M	0.0%	$139.99	29
2025-Q2	Increased	46,299	+3.8%	$5.7M	0.0%	$120.56	28
2025-Q1	Increased	44,605	+11.6%	$4.1M	0.0%	$89.07	30
2024-Q4	Increased	39,977	+72.7%	$4.7M	0.1%	$112.16	40
2024-Q3	Increased	23,144	+99.4%	$2.7M	0.1%	$114.96	42
2024-Q2	Increased	11,605	+246.2%	$1.6M	0.1%	$133.28	41
2024-Q1	New	3,352	-	$382,497	0.1%	$109.85	33
2022-Q2	Exited	0	-100.0%	$0	0.0%	$42.27	0
2022-Q1	Decreased	14,985	-1.6%	$752,000	0.4%	$45.59	0
2021-Q4	Unchanged	15,225	0.0%	$855,000	0.5%	$51.03	0
2021-Q3	Decreased	15,225	-4.0%	$1.6M	1.0%	$47.90	0
2021-Q2	Decreased	15,855	-0.6%	$1.6M	1.0%	$45.89	0
2021-Q1	Increased	15,955	+6.6%	$1.4M	1.0%	$40.59	43
2020-Q4	Increased	14,970	+2.9%	$1.1M	0.9%	$33.74	36
2020-Q3	Increased	14,545	+4.9%	$985,000	1.0%	$31.17	41
2020-Q2	Decreased	13,865	-31.9%	$762,000	0.9%	$25.30	0
2020-Q1	Decreased	20,345	-10.3%	$805,000	1.3%	$18.21	0
2019-Q4	Increased	22,670	+160.0%	$1.2M	1.4%	$23.66	64
2019-Q3	New	8,720	-	$452,000	0.6%	$23.88	47