Dell Technologies shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Dell Technologies (DELL) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Dell Technologies
Tip: Access up to 7 years of quarterly data
All positions including Dell Technologies held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dell Technologies by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $9.6M | 22k | 431.44 |
| 2026-03-31 | $3.5M | 21k | 164.13 |
| 2025-12-31 | $545k | 4.3k | 125.88 |
| 2025-09-30 | $688k | 4.9k | 141.78 |
| 2025-06-30 | $864k | 7.0k | 122.59 |
| 2025-03-31 | $621k | 6.8k | 91.16 |
| 2024-12-31 | $636k | 5.5k | 115.25 |
| 2024-09-30 | $806k | 6.8k | 118.54 |
| 2024-06-30 | $598k | 4.3k | 137.91 |
| 2024-03-31 | $770k | 6.7k | 114.11 |
| 2023-09-30 | $532k | 7.7k | 68.90 |
| 2023-06-30 | $420k | 7.8k | 54.11 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors