Curated Wealth Partners 13F: Cuts DELL Stake by $212M
Curated Wealth Partners slashed its investment in Dell Technologies Inc. by nearly all of its shares during the period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Curated Wealth Partners sold 394,304 shares from its stake in Dell Technologies Inc. ($DELL), a 99.53% decrease, according to a 13F filing with the SEC dated October 15, 2026. It reported 1,877 shares worth $1.01 million at the end of the quarter.
Since the filing, $DELL is down 4.6% to date (from the $473.39 close on Oct 15, 2026).
Find the original: Curated Wealth Partners 13F filings on SEC EDGAR
DELL
Dell Technologies Inc.
Key Points
- Curated Wealth Partners cut its stake in Dell Technologies Inc. by 99.5% during the quarter, dropping 394,304 shares to finish with 1,877 shares worth about $1.0 million according to an SEC filing.
- Other major funds also adjusted their positions in Dell Technologies Inc., with Blackrock Inc. lowering its holdings by 655,875 shares to end with 24.1 million shares valued at about $10.9 billion.
- Dell Technologies Inc. recently traded around $460.85 per share, sitting below its 52-week high of $595.51 while analysts maintain a consensus buy rating with a mean price target of $593.00.
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Curated Wealth Partners significantly scaled back its investment in Dell Technologies Inc. DELL, according to a Form 13F filed with the SEC on October 15, 2026. Keep in mind that 13F filings are backward-looking documents that reveal a snapshot of holdings at the close of the reporting quarter and may not reflect the investor's present position.
Inside Curated Wealth Partners's Dell Position
During the filing period, Curated Wealth Partners sold off 394,304 shares of Dell Technologies Inc., representing a 99.5% reduction in its holdings. The fund wrapped up the quarter with just 1,877 shares remaining, valued at roughly $1,009,730. The fund had previously held 396,181 shares.
Other Institutional Activity in Dell Technologies
Other large institutional investors made notable shifts in their Dell Technologies Inc. holdings during the same window. Blackrock Inc. lowered its position by 655,875 shares, ending the period with 24,094,119 shares worth about $10.9 billion. Vanguard Capital Management LLC reduced its stake by 423,735 shares, leaving it with 19,013,637 shares valued at $8.6 billion. State Street Corporation trimmed its holdings by 576,503 shares to hold 13,764,359 shares worth $6.2 billion. Bank of America Corporation cut its stake by 3,552,632 shares, bringing its total to 10,842,148 shares valued at $4.9 billion. Meanwhile, JPMorgan Chase & Co. moved in the opposite direction, expanding its holdings by 7,355,744 shares for a total of 10,437,458 shares worth about $4.7 billion.
Dell Technologies Inc. Stock Down 9.3%
Dell Technologies Inc. recently changed hands around $460.85 per share as of October 16, 2026. The stock sits below its 52-week peak of $595.51 and well above its 52-week floor of $110.22. It trades about 10.1% below its 50-day moving average of $512.76 and roughly 48.4% above its 200-day moving average of $310.65.
Recent Earnings
Dell Technologies Inc. posted trailing-twelve-month revenue of $151.2 billion and earnings of $17.20 per share. The company reported a net profit margin of 7.5% alongside a return on equity not detailed here, with year-over-year revenue growth coming in at 57.7%. The firm's next quarterly financial update is slated for November 27, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
12 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 62.1%. Revenue beat estimates by 21.3%.
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Profit surprise
EBITDA beat by 10 percent. Operating income beat by 32 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
2 upgrades, 12 target raises.
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Earnings quality
Gross margin down 3.4 points. Operating margin up 3.4 points. Positive free cash flow.
Earnings Call Summary
Dell had a strong quarter with record revenue of twenty nine point eight billion dollars, up nineteen percent, driven by exceptional AI server demand. They shipped eight point two billion dollars in AI servers and have an eleven point seven billion dollar backlog. Management expects margins to improve in the second half as the AI business scales and traditional server and storage mix improves, while operating expenses continue declining.
Guidance Dell raised full year revenue guidance to one hundred seven billion dollars, up twelve percent. They now expect AI server shipments of twenty billion dollars for the year, up five billion from prior guidance. Third quarter revenue should reach twenty seven billion dollars, up eleven percent. They expect full year earnings per share of nine dollars and fifty five cents, up seventeen percent.
Clearly positive report. Results were better than expected, though the forward reset is not the strongest.
Dividend
Dell Technologies Inc. distributes an annual dividend yielding 0.53%, backed by a dividend payout ratio of 13.4%.
Insider Buying and Selling at Dell Technologies Inc.
Several insider entities tied to Dell Technologies Inc. reported transactions prior to the filing date. On October 9, 2026, Silver Lake Technology Investors V, L.P. sold 450 shares at $582.31 per share for a total value of $262,039.50. Silver Lake Partners V DE (AIV), L.P. disposed of 25,494 shares at an average price of $582.30 for a total of $14.8 million. L.P. Sl Spv-2 sold 44,408 shares at $582.30 per share worth $25.9 million. Finally, Silver Lake Partners IV, L.P. parted with 50,454 shares at $582.45 per share for a total value of $29.4 million.
Analysts Set New Price Targets
Wall Street analysts have updated their views on Dell Technologies Inc. through recent weeks. On September 10, 2026, RBC Capital initiated coverage with an Outperform rating and a $640.00 price target. Morgan Stanley maintained an Equal-Weight rating on September 21, 2026, while raising its target from $499.00 to $511.00. TD Cowen kept a Hold rating on September 29, 2026, lifting its target from $500.00 to $550.00. Mizuho maintained an Outperform rating on October 6, 2026, bumping its target from $600.00 to $650.00. Barclays downgraded the stock to Equal-Weight on October 14, 2026, trimming its target from $603.00 to $574.00. Across 25 analyst opinions, the stock carries a consensus buy rating and a mean price target of $593.00.
About Dell Technologies
Headquartered in Round Rock, Texas, Dell Technologies Inc. builds computer hardware, servers, storage devices, and integrated technology infrastructure products. The company operates through its Infrastructure Solutions Group and Client Solutions Group segments, serving business and consumer clients worldwide. Institutional adjustments by firms like Curated Wealth Partners offer a window into how large managers rebalance tech exposure.
Bottom Line
Curated Wealth Partners's sharp reduction leaves it with a negligible stake in the hardware maker. Observers will track upcoming institutional reports and Dell Technologies Inc.'s scheduled earnings release on November 27, 2026, for further clues on institutional sentiment.
Related Filing Alerts
Source: Curated Wealth Partners's 13F filing on $DELL (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Curated Wealth Partners 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts