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Root Financial Partners’s Delta Air Lines DAL Stock Holding History

Root Financial Partners’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 		$237K Buy
3,569
+276
+8% +$18.6K 0.01% 301
2025
Q4 		$229K Buy
3,293
+183
+6% +$11.4K 0.01% 274
2025
Q3 		$176K Buy
+3,110
New +$177K 0.01% 305

Other funds holding DAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Root Financial Partners's DAL Position: Q1 2026 in Review

Root Financial Partners increased its Delta Air Lines (DAL) stake by 8.4% in Q1 2026, buying an estimated $18.6K and bringing the position to 3,569 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #301.

Root Financial Partners first reported a position in DAL in Q3 2025 and has held it in 3 quarters since. 1,330 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

  • Root Financial Partners held 3,569 shares of Delta Air Lines worth $237K as of Q1 2026.
  • Root Financial Partners bought 276 Delta Air Lines shares in Q1 2026, an estimated $18.6K.
  • Delta Air Lines made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #301 holding.
  • Root Financial Partners first reported a position in Delta Air Lines in Q3 2025 and has held it in 3 quarters since.
  • 1,330 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.