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Dell Technologies shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management investment in Dell Technologies

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

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Quarterly reported holdings in Dell Technologies by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $325k 754 431.54

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Spdr Series Trust St Str P500etf (SPYM)
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J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Monticello 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