HCR Wealth Advisors

Position in DELL — Dell Technologies Inc.

CIK 1697715 LOS ANGELES, CA

Position in DELL

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$8,054,926

+$4,548,125 QoQ

Shares Held

18,669

-12.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#493

of 2,109 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

HCR Wealth Advisors holds $9,922,190 across 3 Computer Hardware names. DELL ranks #1 (81.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DELL	Dell Technologies Inc. This page	18,669	$8,054,926
2	SNDK	Sandisk Corp	626	$1,423,354
3	WDC	Western Digital Corp	695	$443,910

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,054,926	18,669	-12.6%	Shares	Sole	2026-07-13
2026-03-31	$3,506,801	21,366	-3.9%	Shares	Sole	2026-04-21
2025-12-31	$2,798,941	22,235	+12.6%	Shares	Sole	2026-01-27
2025-09-30	$2,799,106	19,744	+14.4%	Shares	Sole	2025-10-03
2025-06-30	$2,115,340	17,254	-1.5%	Shares	Sole	2025-07-17
2025-03-31	$1,597,221	17,523	+14.2%	Shares	Sole	2025-04-21
2024-12-31	$1,768,588	15,347	+2.8%	Shares	Sole	2025-01-14
2024-09-30	$1,768,853	14,922	+23.5%	Shares	Sole	2024-10-10
2024-06-30	$1,665,814	12,079	+418.4%	Shares	Sole	2024-08-07
2024-03-31	$265,876	2,330	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.