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Dell Technologies shares owned by Planning Directions

Quarter-by-quarter ownership of Dell Technologies (DELL) shares owned by Planning Directions from 13F filings

Historical chart of Planning Directions investment in Dell Technologies

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All positions including Dell Technologies held by Planning Directions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dell Technologies by Planning Directions

Quarter filed Position value Share count Share price at filing
2025-09-30 $366k 2.6k 141.76
2025-06-30 $310k 2.5k 122.59

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Vanguard Specialized Funds Div App Etf (VIG)
Victory Portfolios Ii Core Intermediat (UITB)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard World Mega Cap Val Etf (MGV)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)

View all positions for Planning Directions

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