Iron Horse Wealth Management’s HF Sinclair DINO Stock Holding History

Iron Horse 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
2025 Q2	$986	Hold	24	–	–	﹤0.01%	516
2025 Q1	$789	Hold	24	–	–	﹤0.01%	531
2024 Q4	$841	Hold	24	–	–	﹤0.01%	442
2024 Q3	$1.07K	Hold	24	–	–	﹤0.01%	428
2024 Q2	$1.28K	Hold	24	–	–	﹤0.01%	392
2024 Q1	$1.45K	Hold	24	–	–	﹤0.01%	373
2023 Q4	$1.33K	Hold	24	–	–	﹤0.01%	400
2023 Q3	$1.37K	Buy	+24	New	+$1.3K	﹤0.01%	402

Other funds holding DINO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Iron Horse Wealth Management's DINO Position: Q2 2025 in Review

Iron Horse Wealth Management held its HF Sinclair (DINO) position steady in Q2 2025 at 24 shares worth $986. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Iron Horse Wealth Management first reported a position in DINO in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.45K in Q1 2024. 542 funds tracked by Wall St. Rank hold DINO as of Q2 2025.

Iron Horse Wealth Management held 24 shares of HF Sinclair worth $986 as of Q2 2025.
Iron Horse Wealth Management left its HF Sinclair share count unchanged in Q2 2025.
HF Sinclair made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #516 holding.
Iron Horse Wealth Management first reported a position in HF Sinclair in Q3 2023 and has held it in 8 quarters since.
Iron Horse Wealth Management's HF Sinclair position peaked at $1.45K in Q1 2024.
542 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.