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Waverly Advisors, LLC

Position in DELL — Dell Technologies Inc.

CIK 1568787 BIRMINGHAM, AL

Position in DELL

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$1,483,735
+$94,398 QoQ
Shares Held
9,040
-18.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority Sole 7.665929203539823.ToString("F0")% Shared 0.ToString("F0")% None 92.33407079646018.ToString("F0")%

Common Shares in DELL Over Time

Shares Held

Position Value (USD)

Position in Computer Hardware

Technology · as of Mar 31, 2026

Waverly Advisors, LLC holds $10,786,049 across 10 Computer Hardware names. DELL ranks #5 (13.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 DELL
Dell Technologies Inc.
This page
9,040 $1,483,735

All Filings in DELL

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9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,483,735 9,040
2025-12-31 $1,389,337 11,037
2025-09-30 $1,372,333 9,680
2025-06-30 $1,168,745 9,533
2025-03-31 $777,600 8,531
2024-12-31 $898,180 7,794
2024-09-30 $600,049 5,062
2024-06-30 $426,417 3,092
2024-03-31 $305,814 2,680