Root Financial Partners
DAL icon

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
Q3 		$418K Buy
5,013
+211
+4% +$17.9K 0.01% 254
2026
Q2 		$450K Buy
4,802
+1,233
+35% +$93.1K 0.02% 212
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's DAL Position: Q3 2026 in Review

Root Financial Partners increased its Delta Air Lines (DAL) stake by 4.4% in Q3 2026, buying an estimated $17.9K and bringing the position to 5,013 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #254.

Root Financial Partners first reported a position in DAL in Q3 2025 and has held it in 5 quarters since. The position peaked at $450K in Q2 2026. 1,273 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

  • Root Financial Partners held 5,013 shares of Delta Air Lines worth $418K as of Q3 2026.
  • Root Financial Partners bought 211 Delta Air Lines shares in Q3 2026, an estimated $17.9K.
  • Delta Air Lines made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #254 holding.
  • Root Financial Partners first reported a position in Delta Air Lines in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Delta Air Lines position peaked at $450K in Q2 2026.
  • 1,273 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.