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Moneta Group Investment Advisors’s Delta Air Lines DAL Stock Holding History

Moneta Group Investment Advisors’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 		$398K Sell
4,254
-294
-6% -$22.2K ﹤0.01% 612
2026
Q1 		$302K Sell
4,548
-779
-15% -$52.5K ﹤0.01% 621
2025
Q4 		$370K Buy
5,327
+441
+9% +$27.6K ﹤0.01% 579
2025
Q3 		$277K Sell
4,886
-263
-5% -$15K ﹤0.01% 644
2025
Q2 		$253K Buy
5,149
+257
+5% +$11.8K ﹤0.01% 608
2025
Q1 		$213K Buy
4,892
+233
+5% +$13.8K ﹤0.01% 615
2024
Q4 		$282K Sell
4,659
-691
-13% -$40.8K ﹤0.01% 544
2024
Q3 		$272K Sell
5,350
-1,029
-16% -$44.8K ﹤0.01% 546
2024
Q2 		$303K Buy
6,379
+108
+2% +$5.37K ﹤0.01% 480
2024
Q1 		$300K Buy
+6,271
New +$259K ﹤0.01% 489
2023
Q3 		– Sell
-5,385
Closed -$256K – 537
2023
Q2 		$256K Sell
5,385
-1,318
-20% -$48.6K 0.01% 455
2023
Q1 		$234K Buy
+6,703
New +$249K 0.01% 465
2018
Q1 		– Sell
-7
Closed – – 628
2017
Q4 		$0 Buy
+7
New +$366 ﹤0.01% 478

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

Moneta Group Investment Advisors's DAL Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Delta Air Lines (DAL) stake by 6.5% in Q2 2026, selling an estimated $22.2K and leaving 4,254 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Moneta Group Investment Advisors first reported a position in DAL in Q4 2017 and has held it in 13 quarters since. 1,517 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Moneta Group Investment Advisors held 4,254 shares of Delta Air Lines worth $398K as of Q2 2026.
  • Moneta Group Investment Advisors sold 294 Delta Air Lines shares in Q2 2026, an estimated $22.2K.
  • Delta Air Lines made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #612 holding.
  • Moneta Group Investment Advisors first reported a position in Delta Air Lines in Q4 2017 and has held it in 13 quarters since.
  • 1,517 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.