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Dell Technologies shares owned by Coordinated Financial Services

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

Historical chart of Coordinated Financial Services investment in Dell Technologies

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

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Quarterly reported holdings in Dell Technologies by Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $322k 2.3k 141.77
2025-06-30 $303k 2.5k 122.60
2024-12-31 $219k 1.9k 115.24

More positions owned by Coordinated Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Coordinated Financial Services

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