Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SWA
SOA Wealth Advisors’s
Delta Air Lines
DAL
Stock Holding History
SOA 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
Q1
$160K
Hold
2,403
–
–
0.03%
220
2025
Q4
$167K
Hold
2,403
–
–
0.03%
226
2025
Q3
$136K
Buy
2,403
+1
+0%
+$57
0.02%
257
2025
Q2
$118K
Hold
2,402
–
–
0.02%
261
2025
Q1
$105K
Hold
2,402
–
–
0.02%
255
2024
Q4
$145K
Buy
2,402
+1
+0%
+$59
0.03%
216
2024
Q3
$122K
Hold
2,401
–
–
0.02%
233
2024
Q2
$114K
Hold
2,401
–
–
0.02%
233
2024
Q1
$115K
Hold
2,401
–
–
0.02%
234
2023
Q4
$96.6K
Buy
2,401
+1
+0%
+$36
0.02%
240
2023
Q3
$88.8K
Hold
2,400
–
–
0.02%
240
2023
Q2
$114K
Sell
2,400
-166
-6%
-$6.12K
0.03%
224
2023
Q1
$89.6K
Hold
2,566
–
–
0.02%
235
2022
Q4
$84.3K
Hold
2,566
–
–
0.02%
233
2022
Q3
$72K
Hold
2,566
–
–
0.02%
230
2022
Q2
$74K
Hold
2,566
–
–
0.02%
226
2022
Q1
$101K
Hold
2,566
–
–
0.02%
224
2021
Q4
$100K
Hold
2,566
–
–
0.02%
217
2021
Q3
$109K
Hold
2,566
–
–
0.03%
209
2021
Q2
$111K
Hold
2,566
–
–
0.03%
202
2021
Q1
$123K
Sell
2,566
-466
-15%
-$20.6K
0.03%
180
2020
Q4
$130K
Buy
+3,032
New
+$110K
0.04%
170
Other funds holding DAL
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Berkshire Hathaway
Omaha, Nebraska
$263B AUM
16.68%
1-Year Est. Return
Sanders Capital
West Palm Beach, Florida
$83.9B AUM
37.89%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Harris Associates
Chicago, Illinois
$74.9B AUM
11.27%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close