Measured Wealth Private Client Group’s Delek US DK Stock Holding History

Measured Wealth Private Client Group’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	$609K	Buy	+8,532	New	+$570K	0.15%	94

Other funds holding DK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Measured Wealth Private Client Group's DK Position: Q3 2026 in Review

Measured Wealth Private Client Group opened a new position in Delek US (DK) in Q3 2026: 8,532 shares worth $609K. The stake represents 0.15% of the portfolio and ranks #94 among its holdings.

199 funds tracked by Wall St. Rank hold DK as of Q3 2026.

Measured Wealth Private Client Group held 8,532 shares of Delek US worth $609K as of Q3 2026.
Delek US was a new Measured Wealth Private Client Group position in Q3 2026.
Delek US made up 0.15% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #94 holding.
199 funds tracked by Wall St. Rank held Delek US as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.