Regent Peak Wealth Advisors’s Delta Air Lines DAL Stock Holding History

Regent Peak 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
2026 Q2	$1.69M	Sell	18,042 -13,481	-43%	-$1.02M	0.31%	46
2026 Q1	$2.1M	Sell	31,523 -5,811	-16%	-$391K	0.43%	32
2025 Q4	$2.59M	Sell	37,334 -33,233	-47%	-$2.08M	0.51%	27
2025 Q3	$4M	Buy	+70,567	New	+$4.03M	0.8%	24
2025 Q1	$3.81M	Buy	+87,300	New	+$5.18M	0.9%	21
2023 Q3	–	Sell	-4,422	Closed	-$210K	–	159
2023 Q2	$210K	Buy	+4,422	New	+$163K	0.06%	145
2023 Q1	–	Sell	-12,362	Closed	-$406K	–	165
2022 Q4	$406K	Sell	12,362 -544	-4%	-$18K	0.13%	92
2022 Q3	$362K	Buy	12,906 +525	+4%	+$16.7K	0.13%	101
2022 Q2	$358K	Buy	12,381 +150	+1%	+$5.72K	0.12%	103
2022 Q1	$484K	Sell	12,231 -62	-0.5%	-$2.41K	0.14%	87
2021 Q4	$480K	Buy	12,293 +214	+2%	+$8.57K	0.13%	95
2021 Q3	$515K	Sell	12,079 -8	-0.1%	-$327	0.15%	88
2021 Q2	$482K	Sell	12,087 -467	-4%	-$21.6K	0.13%	92
2021 Q1	$606K	Sell	12,554 -689	-5%	-$30.5K	0.2%	79
2020 Q4	$533K	Sell	13,243 -2,003	-13%	-$72.8K	0.18%	81
2020 Q3	$466K	Buy	15,246 +43	+0.3%	+$1.24K	0.2%	76
2020 Q2	$426K	Buy	15,203 +843	+6%	+$21.4K	0.19%	75
2020 Q1	$409K	Sell	14,360 -933	-6%	-$46.2K	0.23%	68
2019 Q4	$894K	Buy	+15,293	New	+$858K	0.41%	50

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Regent Peak Wealth Advisors's DAL Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Delta Air Lines (DAL) stake by 43% in Q2 2026, selling an estimated $1.02M and leaving 18,042 shares worth $1.69M. The position accounts for 0.31% of the portfolio, ranked #46.

Regent Peak Wealth Advisors first reported a position in DAL in Q4 2019 and has held it in 19 quarters since. The position peaked at $4M in Q3 2025. 1,519 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

Regent Peak Wealth Advisors held 18,042 shares of Delta Air Lines worth $1.69M as of Q2 2026.
Regent Peak Wealth Advisors sold 13,481 Delta Air Lines shares in Q2 2026, an estimated $1.02M.
Delta Air Lines made up 0.31% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Regent Peak Wealth Advisors first reported a position in Delta Air Lines in Q4 2019 and has held it in 19 quarters since.
Regent Peak Wealth Advisors's Delta Air Lines position peaked at $4M in Q3 2025.
1,519 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.