Everhart Financial Group
DAL icon

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
Q3 		$1.25M Buy
15,006
+470
+3% +$39.9K 0.08% 139
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Everhart Financial Group's DAL Position: Q3 2026 in Review

Everhart Financial Group increased its Delta Air Lines (DAL) stake by 3.2% in Q3 2026, buying an estimated $39.9K and bringing the position to 15,006 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #139.

Everhart Financial Group first reported a position in DAL in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.36M in Q2 2026. 1,273 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

  • Everhart Financial Group held 15,006 shares of Delta Air Lines worth $1.25M as of Q3 2026.
  • Everhart Financial Group bought 470 Delta Air Lines shares in Q3 2026, an estimated $39.9K.
  • Delta Air Lines made up 0.08% of Everhart Financial Group's portfolio in Q3 2026, its #139 holding.
  • Everhart Financial Group first reported a position in Delta Air Lines in Q1 2023 and has held it in 15 quarters since.
  • Everhart Financial Group's Delta Air Lines position peaked at $1.36M in Q2 2026.
  • 1,273 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.