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Dell Technologies shares owned by Unify Financial Advisors

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

Historical chart of Unify Financial Advisors investment in Dell Technologies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dell Technologies by Unify Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $728k 5.8k 125.88

More positions owned by Unify Financial Advisors

Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Unify Financial Advisors

Top funds holding Dell Technologies

Vanguard Group
BlackRock
State Street Corporation
Jane Street
Susquehanna International
Citadel Advisors
Geode Capital Management
Invesco
Deutsche Bank Aktiengesellschaft
Norges Bank Investment Management
Goldman Sachs Group
Robeco Investment Management
UBS Group
FMR
Ameriprise Financial

View all funds holding Dell Technologies