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Cyndeo Wealth Partners’s Delta Air Lines DAL Stock Holding History

Cyndeo Wealth Partners’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
Q2 		$359K Sell
3,829
-1,814
-32% -$137K 0.02% 404
2026
Q1 		$375K Buy
5,643
+452
+9% +$30.4K 0.02% 373
2025
Q4 		$360K Buy
5,191
+3
+0.1% +$187 0.02% 374
2025
Q3 		$294K Buy
5,188
+7
+0.1% +$399 0.02% 393
2025
Q2 		$255K Buy
5,181
+534
+11% +$24.5K 0.02% 414
2025
Q1 		$203K Sell
4,647
-151
-3% -$8.95K 0.01% 435
2024
Q4 		$290K Buy
4,798
+70
+1% +$4.13K 0.02% 366
2024
Q3 		$240K Sell
4,728
-44,710
-90% -$1.95M 0.02% 411
2024
Q2 		$2.35M Buy
+49,438
New +$2.46M 0.18% 146
2023
Q1 		– Sell
-6,306
Closed -$207K – 325
2022
Q4 		$207K Buy
+6,306
New +$209K 0.02% 298

Other funds holding DAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Cyndeo Wealth Partners's DAL Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Delta Air Lines (DAL) stake by 32% in Q2 2026, selling an estimated $137K and leaving 3,829 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #404.

Cyndeo Wealth Partners first reported a position in DAL in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.35M in Q2 2024. 1,516 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Cyndeo Wealth Partners held 3,829 shares of Delta Air Lines worth $359K as of Q2 2026.
  • Cyndeo Wealth Partners sold 1,814 Delta Air Lines shares in Q2 2026, an estimated $137K.
  • Delta Air Lines made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #404 holding.
  • Cyndeo Wealth Partners first reported a position in Delta Air Lines in Q4 2022 and has held it in 10 quarters since.
  • Cyndeo Wealth Partners's Delta Air Lines position peaked at $2.35M in Q2 2024.
  • 1,516 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.