Position in DELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,690,891
+$983,491 QoQ
Shares Held
3,919
-9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#933
of 2,109 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $1,892,198 across 2 Computer Hardware names. DELL ranks #1 (89.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
This page
|
3,919 | $1,690,891 | |
| 2 | ANET |
Arista Networks, Inc.
|
1,185 | $201,307 |
All Filings in DELL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,690,891 | 3,919 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $707,400 | 4,310 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $395,389 | 3,141 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $403,477 | 2,846 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $334,207 | 2,726 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $221,767 | 2,433 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||