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Dell Technologies shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Dell Technologies (DELL) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Dell Technologies

Tip: Access up to 7 years of quarterly data

All positions including Dell Technologies held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dell Technologies by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $527k 1.2k 431.37
2026-03-31 $169k 1.0k 164.12

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr S&p 500 Val Etf (IVE)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr St Str Real Etf (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Apple (AAPL)

View all positions for Cassaday & Co Wealth Management

Top funds holding Dell Technologies

BlackRock
Vanguard Capital Management
Jane Street
State Street Corporation
Susquehanna International
Bank of America Corporation
Jpmorgan Chase & Co
Citadel Advisors
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Goldman Sachs Group
FMR
Norges Bank Investment Management
UBS Group

View all funds holding Dell Technologies