Icon Wealth Advisors, LLC

Position in DELL — Dell Technologies Inc.

CIK 1963212 HOUSTON, TX

Position in DELL

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

Position Value

$332,655

+$197,832 QoQ

Shares Held

771

-18.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,591

of 2,114 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Icon Wealth Advisors, LLC holds $4,459,244 across 4 Computer Hardware names. DELL ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WDC	Western Digital Corp	3,168	$2,023,464
2	ANET	Arista Networks, Inc.	6,870	$1,167,075
3	STX	Seagate Technology Holdings plc	970	$936,050
4	DELL	Dell Technologies Inc. This page	771	$332,655

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$332,655	771	-18.9%	Shares	Sole	2026-08-05
2025-09-30	$134,823	951	-85.6%	Shares	Sole	2025-11-14
2025-06-30	$810,263	6,609	-53.5%	Shares	Sole	2025-08-14
2025-03-31	$1,295,697	14,215	-1.4%	Shares	Sole	2025-05-15
2024-12-31	$1,660,838	14,412	+18.4%	Shares	Sole	2025-02-14
2024-09-30	$1,443,105	12,174	-0.9%	Shares	Sole	2024-11-14
2024-06-30	$1,694,775	12,289	+4.5%	Shares	Sole	2024-08-14
2024-03-31	$1,342,275	11,763	+79.6%	Shares	Sole	2024-05-15
2023-12-31	$501,075	6,550	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.