EP Wealth Advisors, LLC

Position in DAL — Delta Air Lines, Inc.

CIK 1540569 TORRANCE, CA

Position in DAL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,019,684

+$820,917 QoQ

Shares Held

21,564

+19.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#464

of 1,508 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Industrials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $3,596,283 across 5 Airlines names. DAL ranks #1 (56.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc. This page	21,564	$2,019,684
2	UAL	United Airlines Holdings, Inc.	6,804	$925,275
3	RYAAY	Ryanair Holdings PLC	3,869	$250,517
4	ALGT	Allegiant Travel CO	1,958	$230,260
5	JBLU	Jetblue Airways Corp	29,764	$170,547

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,019,684	21,564	+19.6%	Shares	Sole	2026-08-12
2026-03-31	$1,198,767	18,032	+7.2%	Shares	Sole	2026-05-14
2025-12-31	$1,167,377	16,821	+23.7%	Shares	Sole	2026-02-18
2025-06-30	$668,602	13,595	-55.9%	Shares	Sole	2025-08-14
2025-03-31	$1,344,842	30,845	-6.0%	Shares	Sole	2025-05-15
2024-12-31	$1,985,912	32,825	-4.7%	Shares	Sole	2025-02-14
2024-09-30	$1,748,547	34,427	+415.1%	Shares	Sole	2024-11-15
2024-06-30	$317,088	6,684	+10.6%	Shares	Sole	2024-08-19
2024-03-31	$289,182	6,041	-43.4%	Shares	Sole	2024-05-14
2023-12-31	$429,415	10,674	-9.5%	Shares	Sole	2024-02-28
2023-09-30	$436,378	11,794	+72.3%	Shares	Sole	2023-11-24
2023-06-30	$325,506	6,847	+20.5%	Shares	Sole	2023-08-14
2023-03-31	$198,450	5,683	-17.5%	Shares	Sole	2023-06-05
2022-12-31	$226,405	6,890	-72.9%	Shares	Sole	2023-06-12
2022-06-30	$737,344	25,452	+120.7%	Shares	Sole	2022-08-11
2022-03-31	$456,321	11,532	+84.5%	Shares	Sole	2022-05-20
2021-12-31	$244,210	6,249	-0.2%	Shares	Sole	2022-02-17
2021-09-30	$266,738	6,260	+2.2%	Shares	Sole	2021-11-23
2021-06-30	$265,054	6,127	-0.3%	Shares	Sole	2021-08-24
2021-03-31	$296,584	6,143	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.