Apella Capital’s Delta Air Lines DAL Stock Holding History

Apella Capital’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 Q3	$494K	Buy	5,949 +1,442	+32%	+$122K	0.01%	508
2026 Q2	$399K	Buy	4,507 +163	+4%	+$12.3K	0.01%	519
2026 Q1	$312K	Buy	4,344 +627	+17%	+$42.2K	﹤0.01%	543
2025 Q4	$258K	Buy	3,717 +164	+5%	+$10.2K	0.01%	473
2025 Q3	$215K	Buy	+3,553	New	+$203K	﹤0.01%	442
2020 Q3	–	Sell	-30,050	Closed	-$843K	–	121
2020 Q2	$843K	Buy	+30,050	New	+$764K	0.39%	59

Other funds holding DAL

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Apella Capital's DAL Position: Q3 2026 in Review

Apella Capital increased its Delta Air Lines (DAL) stake by 32% in Q3 2026, buying an estimated $122K and bringing the position to 5,949 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #508.

Apella Capital first reported a position in DAL in Q2 2020 and has held it in 6 quarters since. The position peaked at $843K in Q2 2020. 253 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

Apella Capital held 5,949 shares of Delta Air Lines worth $494K as of Q3 2026.
Apella Capital bought 1,442 Delta Air Lines shares in Q3 2026, an estimated $122K.
Delta Air Lines made up 0.01% of Apella Capital's portfolio in Q3 2026, its #508 holding.
Apella Capital first reported a position in Delta Air Lines in Q2 2020 and has held it in 6 quarters since.
Apella Capital's Delta Air Lines position peaked at $843K in Q2 2020.
253 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.