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

Congress 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
2025
Q2 		$10.5M Buy
214,406
+104,769
+96% +$4.81M 0.1% 236
2025
Q1 		$4.79M Buy
109,637
+1,086
+1% +$64.4K 0.06% 336
2024
Q4 		$6.57M Sell
108,551
-112,908
-51% -$6.67M 0.09% 251
2024
Q3 		$11.2M Buy
221,459
+73,790
+50% +$3.22M 0.15% 195
2024
Q2 		$7.01M Buy
+147,669
New +$7.35M 0.11% 214

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Congress Wealth Management's DAL Position: Q2 2025 in Review

Congress Wealth Management increased its Delta Air Lines (DAL) stake by 96% in Q2 2025, buying an estimated $4.81M and bringing the position to 214,406 shares worth $10.5M. The position accounts for 0.1% of the portfolio, ranked #236.

Congress Wealth Management first reported a position in DAL in Q2 2024 and has held it in 5 quarters since. The position peaked at $11.2M in Q3 2024. 1,183 funds tracked by Wall St. Rank hold DAL as of Q2 2025.

  • Congress Wealth Management held 214,406 shares of Delta Air Lines worth $10.5M as of Q2 2025.
  • Congress Wealth Management bought 104,769 Delta Air Lines shares in Q2 2025, an estimated $4.81M.
  • Delta Air Lines made up 0.1% of Congress Wealth Management's portfolio in Q2 2025, its #236 holding.
  • Congress Wealth Management first reported a position in Delta Air Lines in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Delta Air Lines position peaked at $11.2M in Q3 2024.
  • 1,183 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.