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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
Q2 		$21K Sell
414
-693
-63% -$30.7K ﹤0.01% 2389
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 $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

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

EverSource Wealth Advisors reduced its Delek US (DK) stake by 63% in Q2 2026, selling an estimated $30.7K and leaving 414 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

EverSource Wealth Advisors first reported a position in DK in Q2 2024 and has held it in 9 quarters since. The position peaked at $49.9K in Q1 2026. 300 funds tracked by Wall St. Rank hold DK as of Q2 2026.

  • EverSource Wealth Advisors held 414 shares of Delek US worth $21K as of Q2 2026.
  • EverSource Wealth Advisors sold 693 Delek US shares in Q2 2026, an estimated $30.7K.
  • Delek US made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2389 holding.
  • EverSource Wealth Advisors first reported a position in Delek US in Q2 2024 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's Delek US position peaked at $49.9K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Delek US as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.