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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
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

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Root Financial Partners's DAL Position: Q2 2026 in Review

Root Financial Partners increased its Delta Air Lines (DAL) stake by 35% in Q2 2026, buying an estimated $93.1K and bringing the position to 4,802 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #212.

Root Financial Partners first reported a position in DAL in Q3 2025 and has held it in 4 quarters since. 1,516 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Root Financial Partners held 4,802 shares of Delta Air Lines worth $450K as of Q2 2026.
  • Root Financial Partners bought 1,233 Delta Air Lines shares in Q2 2026, an estimated $93.1K.
  • Delta Air Lines made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #212 holding.
  • Root Financial Partners first reported a position in Delta Air Lines in Q3 2025 and has held it in 4 quarters since.
  • 1,516 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.