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Arkadios Wealth Advisors’s Delek US DK Stock Holding History

Arkadios Wealth Advisors’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$446K Sell
9,895
-18
-0.2% -$643 0.01% 1173
2025
Q4 		$294K Sell
9,913
-531
-5% -$19K 0.01% 1263
2025
Q3 		$337K Sell
10,444
-10,069
-49% -$263K 0.01% 1113
2025
Q2 		$434K Buy
20,513
+254
+1% +$4.27K 0.01% 904
2025
Q1 		$305K Buy
+20,259
New +$351K 0.01% 899

Other funds holding DK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arkadios Wealth Advisors's DK Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Delek US (DK) stake by 0.18% in Q1 2026, selling an estimated $643 and leaving 9,895 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #1173.

Arkadios Wealth Advisors first reported a position in DK in Q1 2025 and has held it in 5 quarters since. 276 funds tracked by Wall St. Rank hold DK as of Q1 2026.

  • Arkadios Wealth Advisors held 9,895 shares of Delek US worth $446K as of Q1 2026.
  • Arkadios Wealth Advisors sold 18 Delek US shares in Q1 2026, an estimated $643.
  • Delek US made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1173 holding.
  • Arkadios Wealth Advisors first reported a position in Delek US in Q1 2025 and has held it in 5 quarters since.
  • 276 funds tracked by Wall St. Rank held Delek US as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.