ForthRight Wealth Management’s HF Sinclair DINO Stock Holding History

ForthRight Wealth Management’s Portfolio DINO Stock Details DINO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.39M	Sell	19,891 -1,440	-7%	-$95.8K	0.35%	27
2026 Q1	$1.33M	Hold	21,331	–	–	0.38%	25
2025 Q4	$983K	Sell	21,331 -315	-1%	-$16.2K	0.28%	34
2025 Q3	$1.13M	Hold	21,646	–	–	0.33%	30
2025 Q2	$889K	Hold	21,646	–	–	0.28%	35
2025 Q1	$712K	Hold	21,646	–	–	0.24%	37
2024 Q4	$759K	Hold	21,646	–	–	0.25%	36
2024 Q3	$965K	Hold	21,646	–	–	0.32%	30
2024 Q2	$1.15M	Hold	21,646	–	–	0.42%	29
2024 Q1	$1.31M	Hold	21,646	–	–	0.47%	29
2023 Q4	$1.2M	Hold	21,646	–	–	0.47%	29
2023 Q3	$1.23M	Hold	21,646	–	–	0.53%	28
2023 Q2	$966K	Hold	21,646	–	–	0.4%	28
2023 Q1	$1.05M	Hold	21,646	–	–	0.48%	26
2022 Q4	$1.12M	Hold	21,646	–	–	0.57%	25
2022 Q3	$1.17M	Hold	21,646	–	–	0.68%	23
2022 Q2	$978K	Hold	21,646	–	–	0.54%	23
2022 Q1	$863K	Hold	21,646	–	–	0.45%	24
2021 Q4	$710K	Sell	21,646 -1,540	-7%	-$51.9K	0.39%	24
2021 Q3	$768K	Hold	23,186	–	–	0.47%	22
2021 Q2	$763K	Hold	23,186	–	–	0.48%	21
2021 Q1	$830K	Sell	23,186 -975	-4%	-$32.6K	0.56%	20
2020 Q4	$625K	Buy	+24,161	New	+$547K	0.49%	18

Other funds holding DINO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

ForthRight Wealth Management's DINO Position: Q2 2026 in Review

ForthRight Wealth Management reduced its HF Sinclair (DINO) stake by 6.8% in Q2 2026, selling an estimated $95.8K and leaving 19,891 shares worth $1.39M. The position accounts for 0.35% of the portfolio, ranked #27.

ForthRight Wealth Management first reported a position in DINO in Q4 2020 and has held it in 23 quarters since. 685 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

ForthRight Wealth Management held 19,891 shares of HF Sinclair worth $1.39M as of Q2 2026.
ForthRight Wealth Management sold 1,440 HF Sinclair shares in Q2 2026, an estimated $95.8K.
HF Sinclair made up 0.35% of ForthRight Wealth Management's portfolio in Q2 2026, its #27 holding.
ForthRight Wealth Management first reported a position in HF Sinclair in Q4 2020 and has held it in 23 quarters since.
685 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.