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Dell Technologies shares owned by Circle Wealth Management

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

Historical chart of Circle Wealth Management investment in Dell Technologies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dell Technologies by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $313k 724 431.69

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Goldman Sachs Etf Tr India Equity Etf (GIND)
Vanguard World Inf Tech Etf (VGT)

View all positions for Circle 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