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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

DELL holding history

Dell Technologies Inc. in every 13F filed by Advisor OS, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DELL overviewAll 13F holders of DELLFull Q2 2026 holdings

Shares (Q2 2026)
8,146
Value
$3.51M
% of portfolio
0.2%
Quarters held
9
Since Q2 2024
Holdings of DELL by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,146$3.51M0.2%−4,033−33.1%ReducedHolders
Q1 202612,179$2.00M0.1%+1,072+9.7%AddedHolders
Q4 202511,107$1.40M0.1%+983+9.7%AddedHolders
Q3 202510,124$1.44M0.1%+1,329+15.1%AddedHolders
Q2 20258,795$1.08M0.1%+1,595+22.2%AddedHolders
Q1 20257,200$656.2K0.1%+954+15.3%AddedHolders
Q4 20246,246$719.8K0.1%+2,567+69.8%AddedHolders
Q3 20243,679$436.1K<0.1%+1,045+39.7%AddedHolders
Q2 20242,634$363.2K<0.1%+2,634NewHolders