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United Advisor Group’s Delta Air Lines DAL Stock Holding History

United Advisor Group’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 		– Sell
-4,214
Closed -$280K – 556
2026
Q1 		$280K Buy
4,214
+1,153
+38% +$77.6K 0.03% 410
2025
Q4 		$212K Buy
+3,061
New +$191K 0.03% 456
2025
Q1 		– Sell
-6,172
Closed -$373K – 356
2024
Q4 		$373K Buy
+6,172
New +$364K 0.07% 249

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

United Advisor Group's DAL Position: Q2 2026 in Review

United Advisor Group sold out of Delta Air Lines (DAL) in Q2 2026, closing a stake of 4,214 shares — an estimated $280K sold.

United Advisor Group first reported a position in DAL in Q4 2024 and held it in 3 quarters. The position peaked at $373K in Q4 2024. 1,516 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • United Advisor Group reported no remaining Delta Air Lines position as of Q2 2026 after selling out during the quarter.
  • United Advisor Group sold 4,214 Delta Air Lines shares in Q2 2026, an estimated $280K.
  • United Advisor Group first reported a position in Delta Air Lines in Q4 2024 and held it in 3 quarters.
  • United Advisor Group's Delta Air Lines position peaked at $373K in Q4 2024.
  • 1,516 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.