Position in DELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$24,288,609
+$23,806,724 QoQ
Shares Held
56,294
+1817.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#297
of 2,109 holders
Holding Since
Sep 2021
8 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026IBEX WEALTH ADVISORS holds $37,248,414 across 2 Computer Hardware names. DELL ranks #1 (65.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
This page
|
56,294 | $24,288,609 | |
| 2 | ANET |
Arista Networks, Inc.
|
76,288 | $12,959,805 |
All Filings in DELL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,288,609 | 56,294 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $481,885 | 2,936 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $413,826 | 2,919 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $354,314 | 2,890 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $318,753 | 2,766 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $379,390 | 2,751 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $229 | 3 | Shares | Sole | 2024-01-29 | |
| 2021-09-30 | $92,075 | 885 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||