Position in DELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,337,649
+$1,321,029 QoQ
Shares Held
5,418
-12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#841
of 2,109 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Evercore Wealth Management, LLC holds $3,561,294 across 2 Computer Hardware names. DELL ranks #1 (65.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
This page
|
5,418 | $2,337,649 | |
| 2 | ANET |
Arista Networks, Inc.
|
7,203 | $1,223,645 |
All Filings in DELL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,337,649 | 5,418 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,016,620 | 6,194 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $784,105 | 6,229 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $881,383 | 6,217 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $705,563 | 5,755 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,458,491 | 16,001 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,843,955 | 16,001 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,896,758 | 16,001 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,178,012 | 15,793 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,010,960 | 17,623 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,348,159 | 17,623 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,218,565 | 17,686 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $961,805 | 17,775 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $626,230 | 15,574 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $622,726 | 15,483 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||