Atria Wealth Solutions’s Delta Air Lines DAL Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$441K	Sell	8,868 -1,780	-17%	-$81.7K	0.01%	971
2025 Q1	$464K	Sell	10,648 -3,176	-23%	-$188K	0.01%	1238
2024 Q4	$836K	Buy	13,824 +583	+4%	+$34.4K	0.01%	1001
2024 Q3	$673K	Buy	13,241 +107	+0.8%	+$4.66K	0.01%	1090
2024 Q2	$623K	Buy	13,134 +380	+3%	+$18.9K	0.01%	1123
2024 Q1	$611K	Sell	12,754 -8,015	-39%	-$331K	0.01%	1162
2023 Q4	$836K	Buy	20,769 +7,797	+60%	+$283K	0.01%	947
2023 Q3	$480K	Sell	12,972 -17,491	-57%	-$759K	0.01%	1147
2023 Q2	$1.45M	Sell	30,463 -6,018	-16%	-$222K	0.02%	693
2023 Q1	$1.27M	Buy	36,481 +3,142	+9%	+$117K	0.02%	711
2022 Q4	$1.1M	Buy	33,339 +6,109	+22%	+$202K	0.02%	707
2022 Q3	$764K	Buy	27,230 +12,017	+79%	+$382K	0.01%	826
2022 Q2	$441K	Sell	15,213 -28,849	-65%	-$1.1M	0.01%	1035
2022 Q1	$1.74M	Buy	+44,062	New	+$1.72M	0.03%	520

Other funds holding DAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return