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Dell Technologies shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Dell Technologies (DELL) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in Dell Technologies

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All positions including Dell Technologies held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dell Technologies by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $249k 1.8k 141.81
2025-06-30 $230k 1.9k 122.63

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
McDonald's Corporation (MCD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Flexshares Tr Mornstar Usmkt (TILT)
Flexshares Tr M Star Dev Mkt (TLTD)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Capstone Financial Advisors

Top funds holding Dell Technologies

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Susquehanna International
Jane Street
Citadel Advisors
Geode Capital Management
Robeco Investment Management
Invesco
Goldman Sachs Group
Deutsche Bank Aktiengesellschaft
Jpmorgan Chase & Co
UBS Group
Ameriprise Financial

View all funds holding Dell Technologies