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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

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

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

Everhart Financial Group reduced its Delta Air Lines (DAL) stake by 5.2% in Q2 2026, selling an estimated $59.9K and leaving 14,536 shares worth $1.36M. The position accounts for 0.09% of the portfolio, ranked #121.

Everhart Financial Group first reported a position in DAL in Q1 2023 and has held it in 14 quarters since. 1,516 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Everhart Financial Group held 14,536 shares of Delta Air Lines worth $1.36M as of Q2 2026.
  • Everhart Financial Group sold 794 Delta Air Lines shares in Q2 2026, an estimated $59.9K.
  • Delta Air Lines made up 0.09% of Everhart Financial Group's portfolio in Q2 2026, its #121 holding.
  • Everhart Financial Group first reported a position in Delta Air Lines in Q1 2023 and has held it in 14 quarters since.
  • 1,516 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.