WE
DAL icon

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
Q2 		$967K Hold
10,325
– – 0.26% 76
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

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

Wealth Effects's DAL Position: Q2 2026 in Review

Wealth Effects held its Delta Air Lines (DAL) position steady in Q2 2026 at 10,325 shares worth $967K. The position accounts for 0.26% of the portfolio, ranked #76.

Wealth Effects first reported a position in DAL in Q4 2021 and has held it in 19 quarters since. 1,516 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Wealth Effects held 10,325 shares of Delta Air Lines worth $967K as of Q2 2026.
  • Wealth Effects left its Delta Air Lines share count unchanged in Q2 2026.
  • Delta Air Lines made up 0.26% of Wealth Effects's portfolio in Q2 2026, its #76 holding.
  • Wealth Effects first reported a position in Delta Air Lines in Q4 2021 and has held it in 19 quarters since.
  • 1,516 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.