Optivise Advisory Services
DAL icon

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
Q3 		$283K Buy
3,395
+210
+7% +$17.8K 0.14% 169
2026
Q2 		$298K Buy
+3,185
New +$240K 0.15% 159

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Dimensional Fund Advisors
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LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Optivise Advisory Services's DAL Position: Q3 2026 in Review

Optivise Advisory Services increased its Delta Air Lines (DAL) stake by 6.6% in Q3 2026, buying an estimated $17.8K and bringing the position to 3,395 shares worth $283K. The position accounts for 0.14% of the portfolio, ranked #169.

Optivise Advisory Services first reported a position in DAL in Q2 2026 and has held it in 2 quarters since. The position peaked at $298K in Q2 2026. 873 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

  • Optivise Advisory Services held 3,395 shares of Delta Air Lines worth $283K as of Q3 2026.
  • Optivise Advisory Services bought 210 Delta Air Lines shares in Q3 2026, an estimated $17.8K.
  • Delta Air Lines made up 0.14% of Optivise Advisory Services's portfolio in Q3 2026, its #169 holding.
  • Optivise Advisory Services first reported a position in Delta Air Lines in Q2 2026 and has held it in 2 quarters since.
  • Optivise Advisory Services's Delta Air Lines position peaked at $298K in Q2 2026.
  • 873 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.