Unify Financial Advisors
DAL icon

Unify Financial Advisors’s Delta Air Lines DAL Stock Holding History

Unify Financial 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
Q3 		– Sell
-2,320
Closed -$217K – 89
2026
Q2 		$217K Sell
2,320
-4,526
-66% -$342K 0.2% 89
2026
Q1 		$455K Sell
6,846
-408
-6% -$27.5K 0.47% 58
2025
Q4 		$503K Buy
+7,254
New +$453K 0.52% 52

Other funds holding DAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Unify Financial Advisors's DAL Position: Q3 2026 in Review

Unify Financial Advisors sold out of Delta Air Lines (DAL) in Q3 2026, closing a stake of 2,320 shares — an estimated $217K sold.

Unify Financial Advisors first reported a position in DAL in Q4 2025 and held it in 3 quarters. The position peaked at $503K in Q4 2025. 949 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

  • Unify Financial Advisors reported no remaining Delta Air Lines position as of Q3 2026 after selling out during the quarter.
  • Unify Financial Advisors sold 2,320 Delta Air Lines shares in Q3 2026, an estimated $217K.
  • Unify Financial Advisors first reported a position in Delta Air Lines in Q4 2025 and held it in 3 quarters.
  • Unify Financial Advisors's Delta Air Lines position peaked at $503K in Q4 2025.
  • 949 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Unify Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.