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Westwood Wealth Management’s Delta Air Lines DAL Stock Holding History

Westwood Wealth Management’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
-5,500
Closed -$218K – 44
2022
Q1 		$218K Buy
+5,500
New +$214K 0.08% 47

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Vanguard Capital Management
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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
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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

Westwood Wealth Management's DAL Position: Q2 2026 in Review

Westwood Wealth Management held its Delta Air Lines (DAL) position steady in Q2 2026 at 4,750 shares worth $445K. The position accounts for 0.13% of the portfolio, ranked #33.

Westwood Wealth Management first reported a position in DAL in Q1 2022 and has held it in 11 quarters since. 1,520 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Westwood Wealth Management held 4,750 shares of Delta Air Lines worth $445K as of Q2 2026.
  • Westwood Wealth Management left its Delta Air Lines share count unchanged in Q2 2026.
  • Delta Air Lines made up 0.13% of Westwood Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Westwood Wealth Management first reported a position in Delta Air Lines in Q1 2022 and has held it in 11 quarters since.
  • 1,520 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.