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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
Q2 		$275K Sell
5,404
-4,491
-45% -$199K ﹤0.01% 1449
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arkadios Wealth Advisors's DK Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Delek US (DK) stake by 45% in Q2 2026, selling an estimated $199K and leaving 5,404 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Arkadios Wealth Advisors first reported a position in DK in Q1 2025 and has held it in 6 quarters since. The position peaked at $446K in Q1 2026. 300 funds tracked by Wall St. Rank hold DK as of Q2 2026.

  • Arkadios Wealth Advisors held 5,404 shares of Delek US worth $275K as of Q2 2026.
  • Arkadios Wealth Advisors sold 4,491 Delek US shares in Q2 2026, an estimated $199K.
  • Delek US made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1449 holding.
  • Arkadios Wealth Advisors first reported a position in Delek US in Q1 2025 and has held it in 6 quarters since.
  • Arkadios Wealth Advisors's Delek US position peaked at $446K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Delek US as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.