BSW Wealth Partners

Position in DELL — Dell Technologies Inc.

CIK 1512601 BOULDER, CO

Position in DELL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$5,199,093

+$2,021,537 QoQ

Shares Held

12,050

-37.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#604

of 2,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BSW Wealth Partners holds $8,568,030 across 5 Computer Hardware names. DELL ranks #1 (60.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DELL	Dell Technologies Inc. This page	12,050	$5,199,093
2	CRSR	Corsair Gaming, Inc.	132,000	$1,276,440
3	WDC	Western Digital Corp	1,435	$916,563
4	ANET	Arista Networks, Inc.	4,667	$792,829
5	STX	Seagate Technology Holdings plc	397	$383,105

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,199,093	12,050	-37.8%	Shares	Sole	2026-07-15
2026-03-31	$3,177,556	19,360	-8.9%	Shares	Sole	2026-04-14
2025-12-31	$2,675,453	21,254	+38.1%	Shares	Sole	2026-01-23
2025-09-30	$2,182,265	15,393	-21.4%	Shares	Sole	2025-10-15
2025-06-30	$2,400,140	19,577	+12.0%	Shares	Sole	2025-07-18
2025-03-31	$1,593,302	17,480	+43.3%	Shares	Sole	2025-04-24
2024-12-31	$1,405,582	12,197	+2.5%	Shares	Sole	2025-01-22
2024-09-30	$1,409,914	11,894	+1.8%	Shares	Sole	2024-10-29
2024-06-30	$1,611,064	11,682	-30.3%	Shares	Sole	2024-07-16
2024-03-31	$1,913,054	16,765	+0.7%	Shares	Sole	2024-04-23
2023-12-31	$1,273,801	16,651	+0.0%	Shares	Sole	2024-01-25
2023-09-30	$1,147,047	16,648	+20.7%	Shares	Sole	2023-10-27
2023-06-30	$746,231	13,791	+56.9%	Shares	Sole	2023-08-11
2023-03-31	$353,486	8,791	-1.7%	Shares	Sole	2023-05-15
2022-12-31	$359,687	8,943	+6.4%	Shares	Sole	2023-02-14
2022-09-30	$287,267	8,407	-5.0%	Shares	Sole	2022-11-14
2022-06-30	$408,912	8,849	+3.8%	Shares	Sole	2022-08-15
2022-03-31	$427,869	8,525	+3.8%	Shares	Sole	2022-05-16
2021-12-31	$461,155	8,210	+1.1%	Shares	Sole	2022-02-14
2021-09-30	$845,221	8,124	-0.5%	Shares	Sole	2021-11-15
2021-06-30	$814,005	8,167	+0.9%	Shares	Sole	2021-08-16
2021-03-31	$713,751	8,097	-0.3%	Shares	Sole	2021-05-17
2020-12-31	$594,968	8,118	0.0%	Shares	Sole	2021-02-16
2020-09-30	$549,508	8,118	0.0%	Shares	Sole	2020-11-13
2020-06-30	$446,002	8,118	-2.8%	Shares	Sole	2020-08-13
2020-03-31	$330,202	8,349	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.