Fortitude Family Office’s Delek US DK Stock Holding History

Fortitude Family Office’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 Q3	$39K	Buy	547 +378	+224%	+$25.3K	0.01%	550
2026 Q2	$8.59K	Buy	169 +5	+3%	+$222	﹤0.01%	839
2026 Q1	$7.39K	Hold	164	–	–	﹤0.01%	769
2025 Q4	$4.86K	Hold	164	–	–	﹤0.01%	819
2025 Q3	$5.29K	Hold	164	–	–	﹤0.01%	790
2025 Q2	$3.47K	Buy	164 +114	+228%	+$1.92K	﹤0.01%	936
2025 Q1	$754	Hold	50	–	–	﹤0.01%	1049
2024 Q4	$925	Buy	+50	New	+$896	﹤0.01%	1146
2024 Q2	–	Sell	-46	Closed	-$1.41K	–	991
2024 Q1	$1.41K	Buy	+46	New	+$1.25K	﹤0.01%	871

Other funds holding DK

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Fortitude Family Office's DK Position: Q3 2026 in Review

Fortitude Family Office increased its Delek US (DK) stake by 224% in Q3 2026, buying an estimated $25.3K and bringing the position to 547 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #550.

Fortitude Family Office first reported a position in DK in Q1 2024 and has held it in 9 quarters since. 19 funds tracked by Wall St. Rank hold DK as of Q3 2026.

Fortitude Family Office held 547 shares of Delek US worth $39K as of Q3 2026.
Fortitude Family Office bought 378 Delek US shares in Q3 2026, an estimated $25.3K.
Delek US made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #550 holding.
Fortitude Family Office first reported a position in Delek US in Q1 2024 and has held it in 9 quarters since.
19 funds tracked by Wall St. Rank held Delek US as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.