AWE
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Avidian Wealth Enterprises’s Delta Air Lines DAL Stock Holding History

Avidian Wealth Enterprises’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 		$307K Buy
3,680
+303
+9% +$25.7K 0.01% 605
2026
Q2 		$316K Buy
+3,377
New +$255K 0.01% 585

Other funds holding DAL

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Avidian Wealth Enterprises's DAL Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Delta Air Lines (DAL) stake by 9% in Q3 2026, buying an estimated $25.7K and bringing the position to 3,680 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #605.

Avidian Wealth Enterprises first reported a position in DAL in Q2 2026 and has held it in 2 quarters since. The position peaked at $316K in Q2 2026. 58 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

  • Avidian Wealth Enterprises held 3,680 shares of Delta Air Lines worth $307K as of Q3 2026.
  • Avidian Wealth Enterprises bought 303 Delta Air Lines shares in Q3 2026, an estimated $25.7K.
  • Delta Air Lines made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #605 holding.
  • Avidian Wealth Enterprises first reported a position in Delta Air Lines in Q2 2026 and has held it in 2 quarters since.
  • Avidian Wealth Enterprises's Delta Air Lines position peaked at $316K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.