Position in DELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$520,340
+$253,137 QoQ
Shares Held
1,206
-25.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,394
of 2,109 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Concord Wealth Partners holds $894,304 across 8 Computer Hardware names. DELL ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
This page
|
1,206 | $520,340 | |
| 2 | SNDK |
Sandisk Corp
|
64 | $145,518 | |
| 3 | WDC |
Western Digital Corp
|
195 | $124,550 | |
| 4 | STX |
Seagate Technology Holdings plc
|
81 | $78,165 | |
| 5 | HPQ |
Hp Inc
|
726 | $15,928 | |
| 6 | ANET |
Arista Networks, Inc.
|
27 | $4,586 | |
| 7 | QUBT |
Quantum Computing Inc.
|
420 | $4,074 | |
| 8 | SMCI |
Super Micro Computer, Inc.
|
39 | $1,143 |
All Filings in DELL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,340 | 1,206 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $267,203 | 1,628 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $346,421 | 2,752 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $390,292 | 2,753 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $361,179 | 2,946 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $317,566 | 3,484 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $404,953 | 3,514 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $136,558 | 1,152 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $20,548 | 149 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $17,002 | 149 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $11,398 | 149 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $10,266 | 149 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $8,062 | 149 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,991 | 149 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $5,992 | 149 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $7,855 | 170 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $53,954 | 1,075 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $54,597 | 972 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $24,345 | 234 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $87,510 | 878 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $61,264 | 695 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||