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United Financial Planning Group’s Delta Air Lines DAL Stock Holding History

United Financial Planning 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 		$8.8K Hold
94
– – ﹤0.01% 269
2026
Q1 		$6.25K Buy
+94
New +$6.33K ﹤0.01% 283

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 Financial Planning Group's DAL Position: Q2 2026 in Review

United Financial Planning Group held its Delta Air Lines (DAL) position steady in Q2 2026 at 94 shares worth $8.8K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

United Financial Planning Group first reported a position in DAL in Q1 2026 and has held it in 2 quarters since. 1,513 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • United Financial Planning Group held 94 shares of Delta Air Lines worth $8.8K as of Q2 2026.
  • United Financial Planning Group left its Delta Air Lines share count unchanged in Q2 2026.
  • Delta Air Lines made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #269 holding.
  • United Financial Planning Group first reported a position in Delta Air Lines in Q1 2026 and has held it in 2 quarters since.
  • 1,513 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.