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Equibles

Root Financial Partners, LLC

Position in DELL — Dell Technologies Inc.

CIK 1977181 ENCINITAS, CA
Back to DELL Full portfolio

Position in DELL

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$355,091
+$128,592 QoQ
Shares Held
823
-40.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,561
of 2,116 holders
Holding Since
Jun 2024
5 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, 2026

Root Financial Partners, LLC holds $4,324,857 across 6 Computer Hardware names. DELL ranks #5 (8.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WDC
Western Digital Corp
 2,182 $1,393,687
2 STX
Seagate Technology Holdings plc
 927 $894,555
3 ANET
Arista Networks, Inc.
 4,953 $841,415
4 SNDK
Sandisk Corp
 278 $632,096
5 DELL
Dell Technologies Inc.
This page 		823 $355,091
6 HPQ
Hp Inc
 9,481 $208,013

All Filings in DELL

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $355,091 823
2026-03-31 $226,499 1,380
2025-12-31 $152,440 1,211
2025-09-30 $172,675 1,218
2024-06-30 $283,680 2,057