Position in DELL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$207,100
+$151,297 QoQ
Shares Held
480
+41.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,841
of 2,109 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $11,138,159 across 6 Computer Hardware names. DELL ranks #3 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
|
56,332 | $9,569,680 | |
| 2 | STX |
Seagate Technology Holdings plc
|
1,257 | $1,213,005 | |
| 3 | DELL |
Dell Technologies Inc.
This page
|
480 | $207,100 | |
| 4 | HPQ |
Hp Inc
|
4,281 | $93,925 | |
| 5 | WDC |
Western Digital Corp
|
55 | $35,129 | |
| 6 | RGTI |
Rigetti Computing, Inc.
|
1,000 | $19,320 |
All Filings in DELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,100 | 480 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $55,803 | 340 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $42,798 | 340 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $48,201 | 340 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $41,683 | 340 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $30,990 | 340 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $39,181 | 340 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $40,303 | 340 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $46,889 | 340 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $38,797 | 340 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $24,556 | 321 | Shares | Defined | 2025-10-01 | |
| 2023-09-30 | $22,116 | 321 | Shares | Defined | 2025-10-01 | |
| 2023-06-30 | $17,369 | 321 | Shares | Defined | 2025-10-01 | |
| 2023-03-31 | $12,907 | 321 | Shares | Defined | 2025-10-01 | |
| 2022-12-31 | $12,910 | 321 | Shares | Defined | 2025-10-01 | |
| 2022-09-30 | $10,968 | 321 | Shares | Defined | 2025-10-01 | |
| 2022-06-30 | $14,833 | 321 | Shares | Defined | 2025-10-02 | |
| 2022-03-31 | $16,110 | 321 | Shares | Defined | 2025-10-02 | |
| 2021-12-31 | $18,030 | 321 | Shares | Defined | 2025-10-02 | |
| 2021-09-30 | $33,396 | 321 | Shares | Defined | 2025-10-02 | |
| 2021-06-30 | $31,994 | 321 | Shares | Defined | 2025-10-02 | |
| 2021-03-31 | $28,296 | 321 | Shares | Defined | 2025-10-02 | |
| 2020-12-31 | $23,526 | 321 | Shares | Defined | 2025-10-02 | |
| 2020-09-30 | $21,728 | 321 | Shares | Defined | 2025-10-02 | |
| 2020-06-30 | $17,635 | 321 | Shares | Defined | 2025-10-02 | |
| 2020-03-31 | $12,695 | 321 | Shares | Defined | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||