Aprio Wealth Management
DAL icon

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

Aprio 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
Q3 		$922K Buy
11,045
+535
+5% +$45.4K 0.04% 266
2026
Q2 		$984K Buy
10,510
+1,865
+22% +$141K 0.05% 240
2026
Q1 		$575K Buy
8,645
+3,699
+75% +$249K 0.03% 312
2025
Q4 		$343K Buy
+4,946
New +$309K 0.02% 403

Other funds holding DAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Aprio Wealth Management's DAL Position: Q3 2026 in Review

Aprio Wealth Management increased its Delta Air Lines (DAL) stake by 5.1% in Q3 2026, buying an estimated $45.4K and bringing the position to 11,045 shares worth $922K. The position accounts for 0.04% of the portfolio, ranked #266.

Aprio Wealth Management first reported a position in DAL in Q4 2025 and has held it in 4 quarters since. The position peaked at $984K in Q2 2026. 949 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

  • Aprio Wealth Management held 11,045 shares of Delta Air Lines worth $922K as of Q3 2026.
  • Aprio Wealth Management bought 535 Delta Air Lines shares in Q3 2026, an estimated $45.4K.
  • Delta Air Lines made up 0.04% of Aprio Wealth Management's portfolio in Q3 2026, its #266 holding.
  • Aprio Wealth Management first reported a position in Delta Air Lines in Q4 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's Delta Air Lines position peaked at $984K in Q2 2026.
  • 949 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.