Optivise Advisory Services’s Delta Air Lines DAL Stock Holding History

Optivise Advisory Services’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	$298K	Buy	+3,185	New	+$240K	0.15%	159

Other funds holding DAL

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Optivise Advisory Services's DAL Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in Delta Air Lines (DAL) in Q2 2026: 3,185 shares worth $298K. The stake represents 0.15% of the portfolio and ranks #159 among its holdings.

437 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

Optivise Advisory Services held 3,185 shares of Delta Air Lines worth $298K as of Q2 2026.
Delta Air Lines was a new Optivise Advisory Services position in Q2 2026.
Delta Air Lines made up 0.15% of Optivise Advisory Services's portfolio in Q2 2026, its #159 holding.
437 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.