Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Delta Air Lines DAL Stock Holding History

Dynamic Advisor Solutions’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 		$583K Buy
6,985
+3,114
+80% +$264K 0.02% 617
2026
Q2 		$363K Sell
3,871
-493
-11% -$37.2K 0.01% 788
2026
Q1 		$290K Buy
4,364
+876
+25% +$59K 0.01% 814
2025
Q4 		$242K Sell
3,488
-828
-19% -$51.7K 0.01% 845
2025
Q3 		$245K Buy
+4,316
New +$246K 0.01% 845
2025
Q1 		– Sell
-3,618
Closed -$219K – 859
2024
Q4 		$219K Sell
3,618
-8,894
-71% -$525K 0.01% 602
2024
Q3 		$635K Buy
+12,512
New +$545K 0.02% 563
2024
Q2 		– Sell
-4,782
Closed -$229K – 958
2024
Q1 		$229K Buy
+4,782
New +$198K 0.01% 824
2023
Q1 		– Sell
-6,705
Closed -$220K – 762
2022
Q4 		$220K Buy
+6,705
New +$222K 0.02% 642
2022
Q2 		– Sell
-5,188
Closed -$205K – 713
2022
Q1 		$205K Sell
5,188
-557
-10% -$21.7K 0.01% 676
2021
Q4 		$225K Sell
5,745
-109
-2% -$4.36K 0.02% 649
2021
Q3 		$249K Sell
5,854
-808
-12% -$33K 0.02% 631
2021
Q2 		$288K Buy
6,662
+134
+2% +$6.2K 0.02% 552
2021
Q1 		$315K Buy
6,528
+526
+9% +$23.3K 0.03% 487
2020
Q4 		$241K Buy
+6,002
New +$218K 0.02% 547

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
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

Dynamic Advisor Solutions's DAL Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Delta Air Lines (DAL) stake by 80% in Q3 2026, buying an estimated $264K and bringing the position to 6,985 shares worth $583K. The position accounts for 0.02% of the portfolio, ranked #617.

Dynamic Advisor Solutions first reported a position in DAL in Q4 2020 and has held it in 15 quarters since. The position peaked at $635K in Q3 2024. 214 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

  • Dynamic Advisor Solutions held 6,985 shares of Delta Air Lines worth $583K as of Q3 2026.
  • Dynamic Advisor Solutions bought 3,114 Delta Air Lines shares in Q3 2026, an estimated $264K.
  • Delta Air Lines made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #617 holding.
  • Dynamic Advisor Solutions first reported a position in Delta Air Lines in Q4 2020 and has held it in 15 quarters since.
  • Dynamic Advisor Solutions's Delta Air Lines position peaked at $635K in Q3 2024.
  • 214 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.