Kaufman Rossin Wealth’s Delta Air Lines DAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$369K Sell
4,147
-1,797
-30% -$136K 0.17% 65
2026
Q1
$395K Sell
5,944
-2,649
-31% -$178K 0.23% 53
2025
Q4
$596K Buy
8,593
+182
+2% +$11.4K 0.31% 48
2025
Q3
$477K Sell
8,411
-272
-3% -$15.5K 0.26% 53
2025
Q2
$427K Buy
+8,683
New +$399K 0.27% 55

Other funds holding DAL

Kaufman Rossin Wealth's DAL Position: Q2 2026 in Review

Kaufman Rossin Wealth reduced its Delta Air Lines (DAL) stake by 30% in Q2 2026, selling an estimated $136K and leaving 4,147 shares worth $369K. The position accounts for 0.17% of the portfolio, ranked #65.

Kaufman Rossin Wealth first reported a position in DAL in Q2 2025 and has held it in 5 quarters since. The position peaked at $596K in Q4 2025. 397 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Kaufman Rossin Wealth held 4,147 shares of Delta Air Lines worth $369K as of Q2 2026.
  • Kaufman Rossin Wealth sold 1,797 Delta Air Lines shares in Q2 2026, an estimated $136K.
  • Delta Air Lines made up 0.17% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #65 holding.
  • Kaufman Rossin Wealth first reported a position in Delta Air Lines in Q2 2025 and has held it in 5 quarters since.
  • Kaufman Rossin Wealth's Delta Air Lines position peaked at $596K in Q4 2025.
  • 397 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.