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 Q2	$225K	Hold	2,403	–	–	0.04%	195
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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

SOA Wealth Advisors's DAL Position: Q2 2026 in Review

SOA Wealth Advisors held its Delta Air Lines (DAL) position steady in Q2 2026 at 2,403 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #195.

SOA Wealth Advisors first reported a position in DAL in Q4 2020 and has held it in 23 quarters since. 1,516 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

SOA Wealth Advisors held 2,403 shares of Delta Air Lines worth $225K as of Q2 2026.
SOA Wealth Advisors left its Delta Air Lines share count unchanged in Q2 2026.
Delta Air Lines made up 0.04% of SOA Wealth Advisors's portfolio in Q2 2026, its #195 holding.
SOA Wealth Advisors first reported a position in Delta Air Lines in Q4 2020 and has held it in 23 quarters since.
1,516 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.