Position in DELL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,927,887
+$1,520,965 QoQ
Shares Held
6,786
-20.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#755
of 2,109 holders
Holding Since
Mar 2024
10 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $27,523,991 across 6 Computer Hardware names. DELL ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
6,829 | $15,527,302 | |
| 2 | STX |
Seagate Technology Holdings plc
|
5,983 | $5,773,595 | |
| 3 | DELL |
Dell Technologies Inc.
This page
|
6,786 | $2,927,887 | |
| 4 | WDC |
Western Digital Corp
|
2,790 | $1,782,028 | |
| 5 | ANET |
Arista Networks, Inc.
|
6,582 | $1,118,150 | |
| 6 | IONQ |
IonQ, Inc.
|
7,417 | $395,029 |
All Filings in DELL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,927,887 | 6,786 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,406,922 | 8,572 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,319,842 | 18,429 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,345,584 | 16,545 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,971,653 | 16,082 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,091,710 | 22,948 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $2,528,019 | 21,937 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,876,491 | 24,266 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,388,325 | 17,318 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $763,167 | 6,688 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||