WA
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Waverly Advisors’s Delta Air Lines DAL Stock Holding History

Waverly 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
Q2 		$3.88M Buy
41,411
+4,621
+13% +$349K 0.02% 511
2026
Q1 		$2.45M Buy
36,790
+1,673
+5% +$113K 0.02% 601
2025
Q4 		$2.44M Buy
35,117
+13,540
+63% +$846K 0.02% 552
2025
Q3 		$1.22M Buy
21,577
+2,478
+13% +$141K 0.01% 597
2025
Q2 		$939K Buy
19,099
+3,515
+23% +$161K 0.01% 633
2025
Q1 		$679K Sell
15,584
-500
-3% -$29.6K 0.01% 695
2024
Q4 		$973K Buy
16,084
+6,100
+61% +$360K 0.02% 517
2024
Q3 		$507K Sell
9,984
-2,854
-22% -$124K 0.01% 582
2024
Q2 		$609K Buy
+12,838
New +$639K 0.01% 529

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 $3.38T AUM 44.17% 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

Waverly Advisors's DAL Position: Q2 2026 in Review

Waverly Advisors increased its Delta Air Lines (DAL) stake by 13% in Q2 2026, buying an estimated $349K and bringing the position to 41,411 shares worth $3.88M. The position accounts for 0.02% of the portfolio, ranked #511.

Waverly Advisors first reported a position in DAL in Q2 2024 and has held it in 9 quarters since. 1,520 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Waverly Advisors held 41,411 shares of Delta Air Lines worth $3.88M as of Q2 2026.
  • Waverly Advisors bought 4,621 Delta Air Lines shares in Q2 2026, an estimated $349K.
  • Delta Air Lines made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #511 holding.
  • Waverly Advisors first reported a position in Delta Air Lines in Q2 2024 and has held it in 9 quarters since.
  • 1,520 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.