Advisor OS, LLC

Position in DELL — Dell Technologies Inc.

CIK 1767580 CHICAGO, IL

Position in DELL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,514,671

+$1,515,734 QoQ

Shares Held

8,146

-33.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#698

of 2,109 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Advisor OS, LLC holds $6,934,418 across 5 Computer Hardware names. DELL ranks #1 (50.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DELL	Dell Technologies Inc. This page	8,146	$3,514,671
2	ANET	Arista Networks, Inc.	6,275	$1,065,993
3	WDC	Western Digital Corp	1,394	$890,372
4	STX	Seagate Technology Holdings plc	885	$854,025
5	SNDK	Sandisk Corp	268	$609,357

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,514,671	8,146	-33.1%	Shares	Sole	2026-08-05
2026-03-31	$1,998,937	12,179	+9.7%	Shares	Sole	2026-05-08
2025-12-31	$1,398,146	11,107	+9.7%	Shares	Sole	2026-02-04
2025-09-30	$1,435,277	10,124	+15.1%	Shares	Sole	2025-11-12
2025-06-30	$1,078,265	8,795	+22.2%	Shares	Sole	2025-08-14
2025-03-31	$656,277	7,200	+15.3%	Shares	Sole	2025-05-06
2024-12-31	$719,786	6,246	+69.8%	Shares	Sole	2025-02-05
2024-09-30	$436,104	3,679	+39.7%	Shares	Sole	2024-11-04
2024-06-30	$363,252	2,634	—	Shares	Sole	2024-08-05
No filing history on record for this holder in this stock.