EWA
DK icon

EverSource Wealth Advisors’s Delek US DK Stock Holding History

EverSource 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 		$49.9K Buy
1,107
+139
+14% +$4.97K ﹤0.01% 1886
2025
Q4 		$28.7K Buy
968
+614
+173% +$21.9K ﹤0.01% 2144
2025
Q3 		$11.4K Buy
354
+148
+72% +$3.87K ﹤0.01% 2750
2025
Q2 		$4.36K Buy
206
+186
+930% +$3.13K ﹤0.01% 3218
2025
Q1 		$301 Sell
20
-60
-75% -$1.04K ﹤0.01% 3598
2024
Q4 		$1.48K Buy
80
+61
+321% +$1.09K ﹤0.01% 2831
2024
Q3 		$356 Hold
19
– – ﹤0.01% 2917
2024
Q2 		$452 Buy
+19
New +$525 ﹤0.01% 2917

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

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

EverSource Wealth Advisors increased its Delek US (DK) stake by 14% in Q1 2026, buying an estimated $4.97K and bringing the position to 1,107 shares worth $49.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

EverSource Wealth Advisors first reported a position in DK in Q2 2024 and has held it in 8 quarters since. 276 funds tracked by Wall St. Rank hold DK as of Q1 2026.

  • EverSource Wealth Advisors held 1,107 shares of Delek US worth $49.9K as of Q1 2026.
  • EverSource Wealth Advisors bought 139 Delek US shares in Q1 2026, an estimated $4.97K.
  • Delek US made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1886 holding.
  • EverSource Wealth Advisors first reported a position in Delek US in Q2 2024 and has held it in 8 quarters since.
  • 276 funds tracked by Wall St. Rank held Delek US as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.