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Elevated Financial Group’s Delta Air Lines DAL Stock Holding History

Elevated Financial Group’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 		$1.13M Sell
12,088
-4,251
-26% -$321K 0.31% 45
2026
Q1 		$1.09M Sell
16,339
-1,209
-7% -$81.4K 0.35% 44
2025
Q4 		$1.22M Buy
+17,548
New +$1.1M 0.42% 36

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

Elevated Financial Group's DAL Position: Q2 2026 in Review

Elevated Financial Group reduced its Delta Air Lines (DAL) stake by 26% in Q2 2026, selling an estimated $321K and leaving 12,088 shares worth $1.13M. The position accounts for 0.31% of the portfolio, ranked #45.

Elevated Financial Group first reported a position in DAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.22M in Q4 2025. 1,513 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Elevated Financial Group held 12,088 shares of Delta Air Lines worth $1.13M as of Q2 2026.
  • Elevated Financial Group sold 4,251 Delta Air Lines shares in Q2 2026, an estimated $321K.
  • Delta Air Lines made up 0.31% of Elevated Financial Group's portfolio in Q2 2026, its #45 holding.
  • Elevated Financial Group first reported a position in Delta Air Lines in Q4 2025 and has held it in 3 quarters since.
  • Elevated Financial Group's Delta Air Lines position peaked at $1.22M in Q4 2025.
  • 1,513 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.