MassMutual Private Wealth & Trust’s Delek US DK Stock Holding History

MassMutual Private Wealth & Trust’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	$17.8K	Hold	350	–	–	﹤0.01%	1154
2026 Q1	$15.8K	Hold	350	–	–	﹤0.01%	1189
2025 Q4	$10.4K	Hold	350	–	–	﹤0.01%	1373
2025 Q3	$11.3K	Hold	350	–	–	﹤0.01%	1345
2025 Q2	$7.41K	Buy	350 +316	+929%	+$5.31K	﹤0.01%	1477
2025 Q1	$512	Buy	34 +13	+62%	+$225	﹤0.01%	2229
2024 Q4	$389	Buy	21 +8	+62%	+$143	﹤0.01%	2183
2024 Q3	$244	Sell	13 -26	-67%	-$550	﹤0.01%	2081
2024 Q2	$966	Buy	+39	New	+$1.08K	﹤0.01%	1822
2018 Q3	–	Sell	-25	Closed	-$1.25K	–	999
2018 Q2	$1.25K	Buy	+25	New	+$1.24K	﹤0.01%	964

Other funds holding DK

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MassMutual Private Wealth & Trust's DK Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Delek US (DK) position steady in Q2 2026 at 350 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

MassMutual Private Wealth & Trust first reported a position in DK in Q2 2018 and has held it in 10 quarters since. 24 funds tracked by Wall St. Rank hold DK as of Q2 2026.

MassMutual Private Wealth & Trust held 350 shares of Delek US worth $17.8K as of Q2 2026.
MassMutual Private Wealth & Trust left its Delek US share count unchanged in Q2 2026.
Delek US made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1154 holding.
MassMutual Private Wealth & Trust first reported a position in Delek US in Q2 2018 and has held it in 10 quarters since.
24 funds tracked by Wall St. Rank held Delek US as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.