Elevation Wealth Partners
DAL icon

Elevation Wealth Partners’s Delta Air Lines DAL Stock Holding History

Elevation 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 		$51.7K Buy
620
+262
+73% +$22.2K 0.01% 382
2026
Q2 		$33.5K Buy
358
+237
+196% +$17.9K 0.01% 416
2026
Q1 		$8.04K Buy
121
+19
+19% +$1.28K ﹤0.01% 577
2025
Q4 		$7.08K Sell
102
-216
-68% -$13.5K ﹤0.01% 550
2025
Q3 		$18K Buy
318
+18
+6% +$1.03K 0.01% 341
2025
Q2 		$14.8K Sell
300
-39
-12% -$1.79K 0.01% 337
2025
Q1 		$14.8K Hold
339
– – 0.01% 339
2024
Q4 		$20.5K Hold
339
– – 0.01% 309
2024
Q3 		$17.2K Buy
+339
New +$14.8K 0.01% 312
2023
Q2 		– Sell
-500
Closed -$17.5K – 357
2023
Q1 		$17.5K Buy
+500
New +$18.5K 0.02% 232

Other funds holding DAL

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Elevation Wealth Partners increased its Delta Air Lines (DAL) stake by 73% in Q3 2026, buying an estimated $22.2K and bringing the position to 620 shares worth $51.7K. The position accounts for 0.01% of the portfolio, ranked #382.

Elevation Wealth Partners first reported a position in DAL in Q1 2023 and has held it in 10 quarters since. 748 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

  • Elevation Wealth Partners held 620 shares of Delta Air Lines worth $51.7K as of Q3 2026.
  • Elevation Wealth Partners bought 262 Delta Air Lines shares in Q3 2026, an estimated $22.2K.
  • Delta Air Lines made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #382 holding.
  • Elevation Wealth Partners first reported a position in Delta Air Lines in Q1 2023 and has held it in 10 quarters since.
  • 748 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.