UCFA
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United Capital Financial Advisors’s Delta Air Lines DAL Stock Holding History

United Capital 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
Q1 		$1.46M Sell
21,995
-1,646
-7% -$111K 0.01% 643
2025
Q4 		$1.64M Buy
23,641
+1,053
+5% +$65.8K 0.01% 587
2025
Q3 		$1.28M Buy
22,588
+806
+4% +$46K 0.01% 575
2025
Q2 		$1.07M Buy
21,782
+1,809
+9% +$83.1K 0.01% 577
2025
Q1 		$871K Buy
19,973
+336
+2% +$19.9K 0.01% 599
2024
Q4 		$1.19M Sell
19,637
-765
-4% -$45.2K 0.01% 518
2024
Q3 		$1.04M Sell
20,402
-3,472
-15% -$151K 0.01% 532
2024
Q2 		$1.13M Sell
23,874
-948
-4% -$47.2K 0.01% 500
2024
Q1 		$1.19M Sell
24,822
-974
-4% -$40.3K 0.01% 525
2023
Q4 		$1.04M Sell
25,796
-87
-0.3% -$3.15K 0.01% 553
2023
Q3 		$958K Buy
25,883
+47
+0.2% +$2.04K 0.01% 524
2023
Q2 		$1.23M Sell
25,836
-2,194
-8% -$80.9K 0.01% 510
2023
Q1 		$979K Buy
28,030
+1,907
+7% +$70.7K 0.01% 582
2022
Q4 		$858K Buy
26,123
+4,384
+20% +$145K ﹤0.01% 648
2022
Q3 		$610K Sell
21,739
-1,782
-8% -$56.6K ﹤0.01% 721
2022
Q2 		$681K Buy
23,521
+704
+3% +$26.8K ﹤0.01% 718
2022
Q1 		$903K Buy
22,817
+4,826
+27% +$188K ﹤0.01% 684
2021
Q4 		$703K Sell
17,991
-2,430
-12% -$97.3K ﹤0.01% 774
2021
Q3 		$870K Sell
20,421
-6,635
-25% -$271K ﹤0.01% 711
2021
Q2 		$1.17M Sell
27,056
-12,329
-31% -$571K 0.01% 655
2021
Q1 		$1.9M Sell
39,385
-6,996
-15% -$310K 0.01% 518
2020
Q4 		$1.86M Sell
46,381
-16,073
-26% -$585K 0.01% 521
2020
Q3 		$1.91M Sell
62,454
-5,291
-8% -$153K 0.01% 509
2020
Q2 		$1.9M Sell
67,745
-209,273
-76% -$5.32M 0.01% 532
2020
Q1 		$7.9M Buy
277,018
+147,686
+114% +$7.32M 0.07% 267
2019
Q4 		$7.56M Sell
129,332
-61,940
-32% -$3.47M 0.05% 344
2019
Q3 		$11M Buy
191,272
+41,945
+28% +$2.48M 0.08% 280
2019
Q2 		$8.47M Sell
149,327
-422,512
-74% -$23.7M 0.06% 322
2019
Q1 		$29.5M Buy
571,839
+380,489
+199% +$18.9M 0.21% 109
2018
Q4 		$9.55M Sell
191,350
-275,628
-59% -$15M 0.08% 263
2018
Q3 		$27M Buy
466,978
+282,917
+154% +$15.6M 0.19% 113
2018
Q2 		$9.12M Sell
184,061
-1,214
-0.7% -$64.8K 0.07% 321
2018
Q1 		$10.2M Buy
185,275
+56,181
+44% +$3.1M 0.08% 286
2017
Q4 		$7.23M Buy
129,094
+114,666
+795% +$5.99M 0.06% 351
2017
Q3 		$696K Sell
14,428
-4,249
-23% -$212K 0.01% 870
2017
Q2 		$1M Sell
18,677
-1,522
-8% -$74.6K 0.01% 764
2017
Q1 		$928K Sell
20,199
-65,479
-76% -$3.2M 0.01% 766
2016
Q4 		$4.21M Buy
85,678
+4,399
+5% +$201K 0.04% 398
2016
Q3 		$3.2M Sell
81,279
-25,973
-24% -$983K 0.03% 472
2016
Q2 		$3.86M Sell
107,252
-2,696
-2% -$115K 0.04% 414
2016
Q1 		$5.35M Sell
109,948
-8,175
-7% -$382K 0.06% 320
2015
Q4 		$5.99M Sell
118,123
-13,037
-10% -$645K 0.07% 295
2015
Q3 		$5.88M Sell
131,160
-6,600
-5% -$296K 0.07% 286
2015
Q2 		$5.66M Buy
137,760
+12,169
+10% +$532K 0.07% 321
2015
Q1 		$5.61M Buy
125,591
+11,836
+10% +$549K 0.07% 311
2014
Q4 		$5.6M Sell
113,755
-37,643
-25% -$1.58M 0.08% 241
2014
Q3 		$5.47M Buy
151,398
+63,152
+72% +$2.41M 0.1% 238
2014
Q2 		$3.42M Sell
88,246
-35,414
-29% -$1.34M 0.06% 295
2014
Q1 		$4.29M Buy
123,660
+74,772
+153% +$2.4M 0.09% 226
2013
Q4 		$1.34M Buy
48,888
+30,576
+167% +$822K 0.05% 296
2013
Q3 		$432K Buy
18,312
+120
+0.7% +$2.5K 0.01% 474
2013
Q2 		$340K Buy
+18,192
New +$315K 0.01% 575

Other funds holding DAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

United Capital Financial Advisors's DAL Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Delta Air Lines (DAL) stake by 7% in Q1 2026, selling an estimated $111K and leaving 21,995 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #643.

United Capital Financial Advisors first reported a position in DAL in Q2 2013 and has held it in 52 quarters since. The position peaked at $29.5M in Q1 2019. 1,330 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

  • United Capital Financial Advisors held 21,995 shares of Delta Air Lines worth $1.46M as of Q1 2026.
  • United Capital Financial Advisors sold 1,646 Delta Air Lines shares in Q1 2026, an estimated $111K.
  • Delta Air Lines made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #643 holding.
  • United Capital Financial Advisors first reported a position in Delta Air Lines in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Delta Air Lines position peaked at $29.5M in Q1 2019.
  • 1,330 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.