Dell Technologies shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Dell Technologies (DELL) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Dell Technologies
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Quarterly reported holdings in Dell Technologies by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $52M | 120k | 431.46 |
| 2026-03-31 | $1.9M | 11k | 164.14 |
| 2025-12-31 | $925k | 7.4k | 125.88 |
| 2025-06-30 | $636k | 5.2k | 122.60 |
| 2025-03-31 | $649k | 7.1k | 91.15 |
| 2024-12-31 | $752k | 6.5k | 115.24 |
| 2024-09-30 | $661k | 5.6k | 118.55 |
| 2024-06-30 | $533k | 3.9k | 137.91 |
| 2024-03-31 | $382k | 3.3k | 114.11 |
| 2021-06-30 | $364k | 3.6k | 99.78 |
| 2021-03-31 | $322k | 3.7k | 88.12 |
| 2020-12-31 | $266k | 3.6k | 73.18 |
| 2020-09-30 | $249k | 3.7k | 67.77 |
| 2020-06-30 | $226k | 4.1k | 54.92 |
| 2019-12-31 | $266k | 5.2k | 51.30 |
| 2019-09-30 | $204k | 3.9k | 51.95 |
| 2019-03-31 | $215k | 3.7k | 58.76 |