EverSource Wealth Advisors, LLC
Position in DELL — Dell Technologies Inc.
CIK 1710537
BIRMINGHAM, AL
Position in DELL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$16,669,882
+$10,126,845 QoQ
Shares Held
38,636
-3.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#361
of 2,109 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $28,374,670 across 19 Computer Hardware names. DELL ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
This page
|
38,636 | $16,669,882 | |
| 2 | WDC |
Western Digital Corp
|
6,586 | $4,206,604 | |
| 3 | SNDK |
Sandisk Corp
|
1,268 | $2,883,083 | |
| 4 | STX |
Seagate Technology Holdings plc
|
2,166 | $2,090,190 | |
| 5 | ANET |
Arista Networks, Inc.
|
9,427 | $1,601,454 | |
| 6 | HPQ |
Hp Inc
|
12,080 | $265,030 | |
| 7 | P |
Everpure, Inc.
|
2,705 | $213,123 | |
| 8 | LOGI |
Logitech International S.A.
|
1,576 | $148,202 |
All Filings in DELL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,669,882 | 38,636 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,543,037 | 39,865 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,297,925 | 26,199 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $449,125 | 3,168 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $316,797 | 2,584 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $120,953 | 1,327 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $50,241 | 436 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $80,842 | 682 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $59,023 | 428 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $24,760 | 217 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $16,294 | 213 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $22,115 | 321 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $17,368 | 321 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $25,934 | 645 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $20,873 | 519 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $751 | 22 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,743 | 81 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,183 | 183 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $6,684 | 119 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||