MCCARTER PRIVATE WEALTH SERVICES LLC
Position in DELL — Dell Technologies Inc.
CIK 2036922
Boston, MA
Position in DELL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,803,012
+$2,585,780 QoQ
Shares Held
11,132
-17.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.31%
of 13F equity value
Holder Rank
#626
of 2,109 holders
Holding Since
Sep 2024
8 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, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $6,535,567 across 4 Computer Hardware names. DELL ranks #1 (73.5% of the industry book) .
All Filings in DELL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,803,012 | 11,132 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $2,217,232 | 13,509 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,407,590 | 11,182 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $1,322,714 | 9,330 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $1,121,912 | 9,151 | Shares | Other | 2025-08-04 | |
| 2025-03-31 | $726,374 | 7,969 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $536,442 | 4,655 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $242,888 | 2,049 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||