Wealthspire Advisors (New York)’s Delta Air Lines DAL Stock Holding History

Wealthspire Advisors (New York)’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	$218K	Sell	3,278 -4,334	-57%	-$292K	﹤0.01%	834
2025 Q4	$528K	Buy	7,612 +5,389	+242%	+$337K	﹤0.01%	589
2025 Q3	$126K	Buy	+2,223	New	+$127K	﹤0.01%	936
2025 Q1	–	Sell	-40,788	Closed	-$2.47M	–	800
2024 Q4	$2.47M	Sell	40,788 -3,831	-9%	-$226K	0.02%	224
2024 Q3	$2.27M	Buy	44,619 +538	+1%	+$23.4K	0.02%	233
2024 Q2	$2.09M	Buy	44,081 +2,100	+5%	+$105K	0.03%	199
2024 Q1	$2.01M	Sell	41,981 -1,842	-4%	-$76.2K	0.03%	195
2023 Q4	$1.76M	Buy	43,823 +15,335	+54%	+$556K	0.03%	215
2023 Q3	$1.05M	Buy	+28,488	New	+$1.24M	0.02%	270
2023 Q2	–	Sell	-24,518	Closed	-$856K	–	564
2023 Q1	$856K	Buy	24,518 +650	+3%	+$24.1K	0.01%	275
2022 Q4	$784K	Sell	23,868 -4,202	-15%	-$139K	0.01%	302
2022 Q3	$788K	Buy	28,070 +11,100	+65%	+$353K	0.02%	262
2022 Q2	$492K	Buy	16,970 +9,500	+127%	+$362K	0.01%	318
2022 Q1	$296K	Buy	+7,470	New	+$291K	0.01%	349
2021 Q3	–	Sell	-5,186	Closed	-$224K	–	584
2021 Q2	$224K	Sell	5,186 -5,732	-53%	-$265K	0.01%	337
2021 Q1	$527K	Buy	10,918 +2,214	+25%	+$97.9K	0.01%	383
2020 Q4	$350K	Buy	+8,704	New	+$317K	0.01%	385
2020 Q2	–	Sell	-10,222	Closed	-$292K	–	331
2020 Q1	$292K	Buy	+10,222	New	+$507K	0.01%	390
2019 Q1	–	Sell	-556	Closed	-$28K	–	223
2018 Q4	$28K	Buy	+556	New	+$30.3K	﹤0.01%	272

Other funds holding DAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wealthspire Advisors (New York)'s DAL Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Delta Air Lines (DAL) stake by 57% in Q1 2026, selling an estimated $292K and leaving 3,278 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Wealthspire Advisors (New York) first reported a position in DAL in Q4 2018 and has held it in 19 quarters since. The position peaked at $2.47M in Q4 2024. 1,330 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

Wealthspire Advisors (New York) held 3,278 shares of Delta Air Lines worth $218K as of Q1 2026.
Wealthspire Advisors (New York) sold 4,334 Delta Air Lines shares in Q1 2026, an estimated $292K.
Delta Air Lines made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #834 holding.
Wealthspire Advisors (New York) first reported a position in Delta Air Lines in Q4 2018 and has held it in 19 quarters since.
Wealthspire Advisors (New York)'s Delta Air Lines position peaked at $2.47M in Q4 2024.
1,330 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.