EWA
DAL icon

EP Wealth Advisors’s Delta Air Lines DAL Stock Holding History

EP Wealth Advisors’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
Q1 		$1.2M Buy
18,032
+1,211
+7% +$81.5K 0.01% 589
2025
Q4 		$1.17M Buy
+16,821
New +$1.05M 0.01% 576
2025
Q2 		$669K Sell
13,595
-17,250
-56% -$792K ﹤0.01% 672
2025
Q1 		$1.34M Sell
30,845
-1,980
-6% -$117K 0.01% 430
2024
Q4 		$1.99M Sell
32,825
-1,602
-5% -$94.6K 0.02% 364
2024
Q3 		$1.75M Buy
34,427
+27,743
+415% +$1.21M 0.02% 381
2024
Q2 		$317K Buy
6,684
+643
+11% +$32K ﹤0.01% 639
2024
Q1 		$289K Sell
6,041
-4,633
-43% -$192K ﹤0.01% 638
2023
Q4 		$429K Sell
10,674
-1,120
-9% -$40.6K 0.01% 523
2023
Q3 		$436K Buy
11,794
+4,947
+72% +$215K 0.01% 478
2023
Q2 		$595K Buy
6,847
+1,164
+20% +$42.9K 0.01% 430
2023
Q1 		$318K Sell
5,683
-1,207
-18% -$44.8K 0.01% 479
2022
Q4 		$226K Buy
+6,890
New +$228K ﹤0.01% 523
2022
Q3 		– Sell
-25,452
Closed -$737K – 395
2022
Q2 		$737K Buy
25,452
+13,920
+121% +$531K 0.02% 307
2022
Q1 		$456K Buy
11,532
+5,283
+85% +$206K 0.01% 397
2021
Q4 		$244K Sell
6,249
-11
-0.2% -$440 0.01% 495
2021
Q3 		$267K Buy
6,260
+133
+2% +$5.43K 0.01% 453
2021
Q2 		$265K Sell
6,127
-16
-0.3% -$741 0.01% 468
2021
Q1 		$297K Buy
+6,143
New +$272K 0.01% 407

Other funds holding DAL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $74.9B AUM 11.27% 1-Year Est. Return