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

Valeo 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
2022 Q2	–	Sell	-2,000	Closed	-$79K	–	547
2022 Q1	$79K	Buy	2,000 +300	+18%	+$11.7K	﹤0.01%	584
2021 Q4	$67K	Sell	1,700 -4,200	-71%	-$168K	﹤0.01%	558
2021 Q3	$251K	Buy	5,900 +5,300	+883%	+$216K	0.01%	439
2021 Q2	$26K	Buy	600 +400	+200%	+$18.5K	﹤0.01%	500
2021 Q1	$10K	Buy	+200	New	+$8.85K	﹤0.01%	1353

Other funds holding DAL

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Valeo Financial Advisors's DAL Position: Q2 2026 in Review

Valeo Financial Advisors increased its Delta Air Lines (DAL) stake by 28% in Q2 2026, buying an estimated $240K and bringing the position to 14,481 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #256.

Valeo Financial Advisors first reported a position in DAL in Q3 2017 and has held it in 36 quarters since. 729 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

Valeo Financial Advisors held 14,481 shares of Delta Air Lines worth $1.36M as of Q2 2026.
Valeo Financial Advisors bought 3,181 Delta Air Lines shares in Q2 2026, an estimated $240K.
Delta Air Lines made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #256 holding.
Valeo Financial Advisors first reported a position in Delta Air Lines in Q3 2017 and has held it in 36 quarters since.
729 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.