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Pacific Capital Wealth Advisors’s Delta Air Lines DAL Stock Holding History

Pacific Capital Wealth 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
2025
Q1 		– Sell
-202
Closed -$12.2K – 154
2024
Q4 		$12.2K Hold
202
– – ﹤0.01% 255
2024
Q3 		$10.3K Sell
202
-36
-15% -$1.57K ﹤0.01% 293
2024
Q2 		$11.3K Buy
238
+36
+18% +$1.79K ﹤0.01% 305
2024
Q1 		$9.67K Sell
202
-10
-5% -$413 ﹤0.01% 231
2023
Q4 		$8.53K Buy
+212
New +$7.69K ﹤0.01% 229
2020
Q4 		– Sell
-405
Closed -$12K – 94
2020
Q3 		$12K Buy
+405
New +$11.7K 0.01% 164

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Pacific Capital Wealth Advisors's DAL Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Delta Air Lines (DAL) in Q1 2025, closing a stake of 202 shares — an estimated $12.2K sold.

Pacific Capital Wealth Advisors first reported a position in DAL in Q3 2020 and held it in 6 quarters. The position peaked at $12.2K in Q4 2024. 1,128 funds tracked by Wall St. Rank hold DAL as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Delta Air Lines position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 202 Delta Air Lines shares in Q1 2025, an estimated $12.2K.
  • Pacific Capital Wealth Advisors first reported a position in Delta Air Lines in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Delta Air Lines position peaked at $12.2K in Q4 2024.
  • 1,128 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.