Position in DELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,150,086
+$2,477,482 QoQ
Shares Held
7,301
+78.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#731
of 2,109 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $8,196,486 across 6 Computer Hardware names. DELL ranks #1 (38.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
This page
|
7,301 | $3,150,086 | |
| 2 | STX |
Seagate Technology Holdings plc
|
1,408 | $1,358,720 | |
| 3 | ANET |
Arista Networks, Inc.
|
7,873 | $1,337,463 | |
| 4 | HPQ |
Hp Inc
|
38,519 | $845,106 | |
| 5 | SNDK |
Sandisk Corp
|
342 | $777,612 | |
| 6 | WDC |
Western Digital Corp
|
1,139 | $727,499 |
All Filings in DELL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,150,086 | 7,301 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $672,604 | 4,098 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $219,533 | 1,744 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $225,838 | 1,593 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||