EP Wealth Advisors, LLC

Position in DELL — Dell Technologies Inc.

CIK 1540569 TORRANCE, CA

Position in DELL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$51,649,645

+$49,772,983 QoQ

Shares Held

119,709

+947.0% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#184

of 2,108 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Technology · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $85,648,802 across 9 Computer Hardware names. DELL ranks #1 (60.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DELL	Dell Technologies Inc. This page	119,709	$51,649,645
2	SNDK	Sandisk Corp	4,891	$11,120,813
3	WDC	Western Digital Corp	15,962	$10,195,248
4	ANET	Arista Networks, Inc.	24,412	$4,147,110
5	STX	Seagate Technology Holdings plc	3,564	$3,439,260
6	SMCI	Super Micro Computer, Inc.	65,635	$1,925,074
7	LOGI	Logitech International S.A.	20,079	$1,888,229
8	HPQ	Hp Inc	48,480	$1,063,651

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,649,645	119,709	+947.0%	Shares	Sole	2026-08-12
2026-03-31	$1,876,662	11,434	+55.5%	Shares	Sole	2026-05-14
2025-12-31	$925,469	7,352	+41.8%	Shares	Sole	2026-02-18
2025-06-30	$635,681	5,185	-27.2%	Shares	Sole	2025-08-14
2025-03-31	$648,896	7,119	+9.1%	Shares	Sole	2025-05-15
2024-12-31	$752,286	6,528	+17.1%	Shares	Sole	2025-02-14
2024-09-30	$660,979	5,576	+44.3%	Shares	Sole	2024-11-15
2024-06-30	$533,022	3,865	+15.5%	Shares	Sole	2024-08-19
2024-03-31	$381,812	3,346	-8.3%	Shares	Sole	2024-05-14
2021-06-30	$363,596	3,648	-0.2%	Shares	Sole	2021-08-24
2021-03-31	$322,100	3,654	+0.5%	Shares	Sole	2021-05-17
2020-12-31	$266,409	3,635	-1.1%	Shares	Sole	2021-02-18
2020-09-30	$248,693	3,674	-10.7%	Shares	Sole	2020-11-17
2020-06-30	$226,077	4,115	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.