TWD
DAL icon

True Wealth Design’s Delta Air Lines DAL Stock Holding History

True Wealth Design’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 		$192K Buy
2,297
+14
+0.6% +$1.19K 0.05% 132
2026
Q2 		$214K Buy
2,283
+140
+7% +$10.6K 0.05% 104
2026
Q1 		$142K Buy
2,143
+373
+21% +$25.1K 0.04% 144
2025
Q4 		$123K Buy
1,770
+344
+24% +$21.5K 0.04% 148
2025
Q3 		$80.9K Buy
1,426
+940
+193% +$53.6K 0.02% 206
2025
Q2 		$23.9K Sell
486
-1,512
-76% -$69.4K 0.01% 340
2025
Q1 		$87.1K Buy
1,998
+12
+0.6% +$711 0.03% 108
2024
Q4 		$120K Buy
1,986
+24
+1% +$1.42K 0.05% 55
2024
Q3 		$99.7K Buy
1,962
+1,937
+7,748% +$84.4K 0.04% 60
2024
Q2 		$1.19K Buy
25
+2
+9% +$100 ﹤0.01% 474
2024
Q1 		$1.1K Buy
23
+13
+130% +$538 ﹤0.01% 443
2023
Q4 		$403 Hold
10
– – ﹤0.01% 528
2023
Q3 		$370 Hold
10
– – ﹤0.01% 502
2023
Q2 		$476 Sell
10
-10
-50% -$369 ﹤0.01% 454
2023
Q1 		$699 Buy
20
+3
+18% +$111 ﹤0.01% 458
2022
Q4 		$559 Buy
+17
New +$563 ﹤0.01% 432

Other funds holding DAL

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

True Wealth Design's DAL Position: Q3 2026 in Review

True Wealth Design increased its Delta Air Lines (DAL) stake by 0.61% in Q3 2026, buying an estimated $1.19K and bringing the position to 2,297 shares worth $192K. The position accounts for 0.05% of the portfolio, ranked #132.

True Wealth Design first reported a position in DAL in Q4 2022 and has held it in 16 quarters since. The position peaked at $214K in Q2 2026. 111 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

  • True Wealth Design held 2,297 shares of Delta Air Lines worth $192K as of Q3 2026.
  • True Wealth Design bought 14 Delta Air Lines shares in Q3 2026, an estimated $1.19K.
  • Delta Air Lines made up 0.05% of True Wealth Design's portfolio in Q3 2026, its #132 holding.
  • True Wealth Design first reported a position in Delta Air Lines in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Delta Air Lines position peaked at $214K in Q2 2026.
  • 111 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.