Cyndeo Wealth Partners
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
Q3 		$306K Sell
3,662
-167
-4% -$14.2K 0.01% 447
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Cyndeo Wealth Partners's DAL Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Delta Air Lines (DAL) stake by 4.4% in Q3 2026, selling an estimated $14.2K and leaving 3,662 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #447.

Cyndeo Wealth Partners first reported a position in DAL in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.35M in Q2 2024. 319 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

  • Cyndeo Wealth Partners held 3,662 shares of Delta Air Lines worth $306K as of Q3 2026.
  • Cyndeo Wealth Partners sold 167 Delta Air Lines shares in Q3 2026, an estimated $14.2K.
  • Delta Air Lines made up 0.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #447 holding.
  • Cyndeo Wealth Partners first reported a position in Delta Air Lines in Q4 2022 and has held it in 11 quarters since.
  • Cyndeo Wealth Partners's Delta Air Lines position peaked at $2.35M in Q2 2024.
  • 319 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.