CWP
DAL icon

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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return