Creative Planning’s Delta Air Lines DAL Stock Holding History

Creative 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
2025 Q4	–	Sell	-500	Closed	-$11.2K	–	3949
2025 Q3	$11.2K	Buy	+500	New	+$28.5K	﹤0.01%	3839
2023 Q1	–	Sell	-100	Closed	-$52	–	2675
2022 Q4	$52	Buy	+100	New	+$3.31K	﹤0.01%	2476
2021 Q2	–	Sell	-100	Closed	-$1K	–	2198
2021 Q1	$1K	Sell	100 -200	-67%	-$8.85K	﹤0.01%	2580
2020 Q4	$3K	Sell	300 -6,500	-96%	-$236K	﹤0.01%	2280
2020 Q3	$28K	Sell	6,800 -16,000	-70%	-$461K	﹤0.01%	1957
2020 Q2	$58K	Buy	22,800 +2,800	+14%	+$71.2K	﹤0.01%	1747
2020 Q1	$60K	Buy	+20,000	New	+$991K	﹤0.01%	1608
2016 Q2	–	Sell	-1,000	Closed	-$2K	–	4374
2016 Q1	$2K	Sell	1,000 -100	-9%	-$4.67K	﹤0.01%	3934
2015 Q4	$6K	Buy	1,100 +100	+10%	+$4.95K	﹤0.01%	3576
2015 Q3	$3K	Buy	+1,000	New	+$44.9K	﹤0.01%	3814
2015 Q2	–	Sell	-1,000	Closed	-$6K	–	1517
2015 Q1	$6K	Buy	+1,000	New	+$46.4K	﹤0.01%	3453

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Creative Planning's DAL Position: Q2 2026 in Review

Creative Planning increased its Delta Air Lines (DAL) stake by 15% in Q2 2026, buying an estimated $5.15M and bringing the position to 513,815 shares worth $48.1M. The position accounts for 0.03% of the portfolio, ranked #253.

Creative Planning first reported a position in DAL in Q2 2013 and has held it in 53 quarters since. 1,516 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

Creative Planning held 513,815 shares of Delta Air Lines worth $48.1M as of Q2 2026.
Creative Planning bought 68,183 Delta Air Lines shares in Q2 2026, an estimated $5.15M.
Delta Air Lines made up 0.03% of Creative Planning's portfolio in Q2 2026, its #253 holding.
Creative Planning first reported a position in Delta Air Lines in Q2 2013 and has held it in 53 quarters since.
1,516 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.