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

Everhart 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	$1.36M	Sell	14,536 -794	-5%	-$59.9K	0.09%	121
2026 Q1	$1.02M	Buy	15,330 +1,499	+11%	+$101K	0.09%	166
2025 Q4	$960K	Buy	13,831 +1,185	+9%	+$74K	0.09%	161
2025 Q3	$718K	Buy	12,646 +3,196	+34%	+$182K	0.07%	203
2025 Q2	$465K	Buy	9,450 +132	+1%	+$6.06K	0.05%	230
2025 Q1	$406K	Sell	9,318 -509	-5%	-$30.2K	0.06%	238
2024 Q4	$595K	Buy	9,827 +403	+4%	+$23.8K	0.12%	165
2024 Q3	$479K	Sell	9,424 -179	-2%	-$7.8K	0.11%	199
2024 Q2	$456K	Buy	9,603 +663	+7%	+$33K	0.12%	171
2024 Q1	$428K	Buy	8,940 +1,547	+21%	+$64K	0.12%	169
2023 Q4	$297K	Buy	7,393 +242	+3%	+$8.78K	0.11%	181
2023 Q3	$265K	Sell	7,151 -298	-4%	-$12.9K	0.11%	169
2023 Q2	$354K	Buy	7,449 +1,238	+20%	+$45.7K	0.15%	138
2023 Q1	$217K	Buy	+6,211	New	+$230K	0.1%	187

Other funds holding DAL

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return