Center for Financial Planning
DAL icon

Center for Financial Planning’s Delta Air Lines DAL Stock Holding History

Center for Financial Planning’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 		$567K Hold
6,797
– – 0.05% 107
2026
Q2 		$637K Sell
6,797
-5,175
-43% -$391K 0.06% 99
2026
Q1 		$796K Sell
11,972
-320
-3% -$21.5K 0.08% 79
2025
Q4 		$853K Hold
12,292
– – 0.09% 73
2025
Q3 		$698K Hold
12,292
– – 0.07% 81
2025
Q2 		$605K Buy
12,292
+1,300
+12% +$59.7K 0.07% 90
2025
Q1 		$479K Buy
10,992
+3,975
+57% +$236K 0.06% 101
2024
Q4 		$425K Buy
7,017
+6,880
+5,022% +$406K 0.06% 100
2024
Q3 		$6.96K Hold
137
– – ﹤0.01% 436
2024
Q2 		$6.5K Hold
137
– – ﹤0.01% 436
2024
Q1 		$6.56K Buy
137
+62
+83% +$2.56K ﹤0.01% 451
2023
Q4 		$3.02K Buy
75
+18
+32% +$653 ﹤0.01% 447
2023
Q3 		$2.11K Hold
57
– – ﹤0.01% 455
2023
Q2 		$2.71K Hold
57
– – ﹤0.01% 479
2023
Q1 		$1.99K Sell
57
-23
-29% -$853 ﹤0.01% 452
2022
Q4 		$2.63K Hold
80
– – ﹤0.01% 445
2022
Q3 		$2K Buy
80
+23
+40% +$730 ﹤0.01% 522
2022
Q2 		$2K Hold
57
– – ﹤0.01% 464
2022
Q1 		$2K Hold
57
– – ﹤0.01% 470
2021
Q4 		$2K Sell
57
-500
-90% -$20K ﹤0.01% 476
2021
Q3 		$24K Hold
557
– – 0.01% 294
2021
Q2 		$24K Sell
557
-197
-26% -$9.12K 0.01% 291
2021
Q1 		$36K Buy
754
+197
+35% +$8.72K 0.01% 246
2020
Q4 		$22K Hold
557
– – 0.01% 272
2020
Q3 		$17K Sell
557
-274
-33% -$7.9K 0.01% 275
2020
Q2 		$23K Buy
831
+57
+7% +$1.45K 0.01% 244
2020
Q1 		$22K Buy
774
+170
+28% +$8.43K 0.01% 242
2019
Q4 		$35K Buy
+604
New +$33.9K 0.01% 215

Other funds holding DAL

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
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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Center for Financial Planning's DAL Position: Q3 2026 in Review

Center for Financial Planning held its Delta Air Lines (DAL) position steady in Q3 2026 at 6,797 shares worth $567K. The position accounts for 0.05% of the portfolio, ranked #107.

Center for Financial Planning first reported a position in DAL in Q4 2019 and has held it in 28 quarters since. The position peaked at $853K in Q4 2025. 867 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

  • Center for Financial Planning held 6,797 shares of Delta Air Lines worth $567K as of Q3 2026.
  • Center for Financial Planning left its Delta Air Lines share count unchanged in Q3 2026.
  • Delta Air Lines made up 0.05% of Center for Financial Planning's portfolio in Q3 2026, its #107 holding.
  • Center for Financial Planning first reported a position in Delta Air Lines in Q4 2019 and has held it in 28 quarters since.
  • Center for Financial Planning's Delta Air Lines position peaked at $853K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Center for Financial Planning's 13F filing for Q3 2026, filed 26 Oct 2026.