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Dell Technologies shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Dell Technologies

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

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Quarterly reported holdings in Dell Technologies by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $335k 2.4k 141.77
2025-06-30 $273k 2.2k 122.60
2024-06-30 $153k 1.1k 137.91

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

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