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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Moneta Group Investment Advisors's DAL Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Delta Air Lines (DAL) stake by 15% in Q1 2026, selling an estimated $52.5K and leaving 4,548 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Moneta Group Investment Advisors first reported a position in DAL in Q4 2017 and has held it in 12 quarters since. The position peaked at $370K in Q4 2025. 1,330 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

Moneta Group Investment Advisors held 4,548 shares of Delta Air Lines worth $302K as of Q1 2026.
Moneta Group Investment Advisors sold 779 Delta Air Lines shares in Q1 2026, an estimated $52.5K.
Delta Air Lines made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #621 holding.
Moneta Group Investment Advisors first reported a position in Delta Air Lines in Q4 2017 and has held it in 12 quarters since.
Moneta Group Investment Advisors's Delta Air Lines position peaked at $370K in Q4 2025.
1,330 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.