AWM
DAL icon

Accel Wealth Management’s Delta Air Lines DAL Stock Holding History

Accel Wealth Management’s Portfolio DAL Stock Details DAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$204K Buy
+2,177
New +$164K 0.05% 288
2023
Q2 		– Sell
-1,049
Closed -$36.6K – 321
2023
Q1 		$36.6K Sell
1,049
-157
-13% -$5.82K 0.02% 553
2022
Q4 		$39.6K Sell
1,206
-387
-24% -$12.8K 0.02% 395
2022
Q3 		$49K Hold
1,593
– – 0.03% 368
2022
Q2 		$48K Hold
1,593
– – 0.03% 355
2022
Q1 		$63K Buy
1,593
+73
+5% +$2.84K 0.03% 325
2021
Q4 		$59K Buy
1,520
+1,000
+192% +$40K 0.03% 351
2021
Q3 		$22K Hold
520
– – 0.01% 479
2021
Q2 		$22K Hold
520
– – 0.01% 517
2021
Q1 		$25K Buy
520
+20
+4% +$885 0.02% 443
2020
Q4 		$20K Buy
+500
New +$18.2K 0.02% 486

Other funds holding DAL

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return