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Dynasty Wealth Management’s Delta Air Lines DAL Stock Holding History

Dynasty Wealth Management’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
Q2 		– Sell
-16,770
Closed -$704K – 232
2025
Q1 		$704K Buy
16,770
+1,264
+8% +$74.9K 0.01% 179
2024
Q4 		$938K Buy
+15,506
New +$916K 0.02% 152

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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 $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dynasty Wealth Management's DAL Position: Q2 2025 in Review

Dynasty Wealth Management sold out of Delta Air Lines (DAL) in Q2 2025, closing a stake of 16,770 shares — an estimated $704K sold.

Dynasty Wealth Management first reported a position in DAL in Q4 2024 and held it in 2 quarters. The position peaked at $938K in Q4 2024. 1,182 funds tracked by Wall St. Rank hold DAL as of Q2 2025.

  • Dynasty Wealth Management reported no remaining Delta Air Lines position as of Q2 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 16,770 Delta Air Lines shares in Q2 2025, an estimated $704K.
  • Dynasty Wealth Management first reported a position in Delta Air Lines in Q4 2024 and held it in 2 quarters.
  • Dynasty Wealth Management's Delta Air Lines position peaked at $938K in Q4 2024.
  • 1,182 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2025.

Based on Dynasty Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.