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Dell Technologies shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Dell Technologies (DELL) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Dell Technologies

Tip: Access up to 7 years of quarterly data

All positions including Dell Technologies held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dell Technologies by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $234k 543 431.46

More positions owned by Summit Financial Wealth Advisors

Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust St Str Corpo Etf (SPBO)
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)
Proshares Tr S&p 500 Dv Arist (NOBL)
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Cummins (CMI)
First Tr Exchange-traded First Tr Enh New (FTSM)
UnitedHealth (UNH)
Valero Energy Corporation (VLO)
Cisco Systems (CSCO)
3M Company (MMM)

View all positions for Summit Financial Wealth Advisors

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