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Evergreen Wealth Solutions’s Delta Air Lines DAL Stock Holding History

Evergreen Wealth 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
Q2 		$207K Buy
+2,267
New +$171K 0.01% 495
2024
Q3 		– Sell
-6,375
Closed -$302K – 112
2024
Q2 		$302K Buy
+6,375
New +$317K 0.21% 87

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

Evergreen Wealth Solutions's DAL Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in Delta Air Lines (DAL) in Q2 2026: 2,267 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #495 among its holdings. This is a return to the name: Evergreen Wealth Solutions previously reported a position in DAL as recently as Q2 2024.

Evergreen Wealth Solutions first reported a position in DAL in Q2 2024 and has held it in 2 quarters since. The position peaked at $302K in Q2 2024. 1,516 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Evergreen Wealth Solutions held 2,267 shares of Delta Air Lines worth $207K as of Q2 2026.
  • Delta Air Lines was a new Evergreen Wealth Solutions position in Q2 2026.
  • Delta Air Lines made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #495 holding.
  • Evergreen Wealth Solutions first reported a position in Delta Air Lines in Q2 2024 and has held it in 2 quarters since.
  • Evergreen Wealth Solutions's Delta Air Lines position peaked at $302K in Q2 2024.
  • 1,516 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.