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Clearstead Advisors’s Delek US DK Stock Holding History

Clearstead 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 		$560 Buy
+11
New +$488 ﹤0.01% 2889
2025
Q4 		– Sell
-161
Closed -$5.2K – 2887
2025
Q3 		$5.2K Buy
+161
New +$4.21K ﹤0.01% 2145

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 $3.37T AUM 44.26% 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

Clearstead Advisors's DK Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Delek US (DK) in Q2 2026: 11 shares worth $560. The stake represents ﹤0.01% of the portfolio and ranks #2889 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in DK as recently as Q3 2025.

Clearstead Advisors first reported a position in DK in Q3 2025 and has held it in 2 quarters since. The position peaked at $5.2K in Q3 2025. 301 funds tracked by Wall St. Rank hold DK as of Q2 2026.

  • Clearstead Advisors held 11 shares of Delek US worth $560 as of Q2 2026.
  • Delek US was a new Clearstead Advisors position in Q2 2026.
  • Delek US made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2889 holding.
  • Clearstead Advisors first reported a position in Delek US in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Delek US position peaked at $5.2K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held Delek US as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.