Wealth Effects’s Delta Air Lines DAL Stock Holding History

Wealth Effects’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	$686K	Hold	10,325	–	–	0.24%	80
2025 Q4	$717K	Sell	10,325 -1,356	-12%	-$84.7K	0.22%	81
2025 Q3	$663K	Buy	11,681 +3	+0%	+$171	0.21%	86
2025 Q2	$574K	Buy	11,678 +853	+8%	+$39.2K	0.21%	88
2025 Q1	$472K	Sell	10,825 -1,000	-8%	-$59.3K	0.2%	102
2024 Q4	$715K	Sell	11,825 -1,420	-11%	-$83.8K	0.25%	73
2024 Q3	$673K	Buy	13,245 +500	+4%	+$21.8K	0.24%	84
2024 Q2	$605K	Hold	12,745	–	–	0.22%	84
2024 Q1	$610K	Buy	12,745 +120	+1%	+$4.96K	0.23%	90
2023 Q4	$508K	Buy	12,625 +3,500	+38%	+$127K	0.19%	108
2023 Q3	$338K	Hold	9,125	–	–	0.17%	121
2023 Q2	$434K	Sell	9,125 -1,000	-10%	-$36.9K	0.19%	112
2023 Q1	$354K	Buy	10,125 +850	+9%	+$31.5K	0.18%	125
2022 Q4	$305K	Buy	9,275 +250	+3%	+$8.29K	0.17%	130
2022 Q3	$253K	Hold	9,025	–	–	0.15%	134
2022 Q2	$261K	Sell	9,025 -100	-1%	-$3.81K	0.16%	137
2022 Q1	$361K	Buy	9,125 +25	+0.3%	+$974	0.17%	120
2021 Q4	$356K	Buy	+9,100	New	+$364K	0.15%	133

Other funds holding DAL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $74.9B AUM 11.27% 1-Year Est. Return