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Simplicity Wealth’s Delta Air Lines DAL Stock Holding History

Simplicity Wealth’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 		$436K Buy
4,651
+618
+15% +$46.7K 0.01% 697
2026
Q1 		$268K Buy
+4,033
New +$272K 0.02% 631
2024
Q3 		– Sell
-9,844
Closed -$467K – 656
2024
Q2 		$467K Buy
9,844
+80
+0.8% +$3.98K 0.01% 786
2024
Q1 		$467K Buy
+9,764
New +$404K 0.01% 762

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

Simplicity Wealth's DAL Position: Q2 2026 in Review

Simplicity Wealth increased its Delta Air Lines (DAL) stake by 15% in Q2 2026, buying an estimated $46.7K and bringing the position to 4,651 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #697.

Simplicity Wealth first reported a position in DAL in Q1 2024 and has held it in 4 quarters since. The position peaked at $467K in Q1 2024. 1,516 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Simplicity Wealth held 4,651 shares of Delta Air Lines worth $436K as of Q2 2026.
  • Simplicity Wealth bought 618 Delta Air Lines shares in Q2 2026, an estimated $46.7K.
  • Delta Air Lines made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #697 holding.
  • Simplicity Wealth first reported a position in Delta Air Lines in Q1 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's Delta Air Lines position peaked at $467K in Q1 2024.
  • 1,516 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.