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NewEdge Advisors’s HF Sinclair DINO Stock Holding History

NewEdge Advisors’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 		$707K Buy
10,147
+3,745
+58% +$249K ﹤0.01% 1900
2026
Q1 		$399K Sell
6,402
-804
-11% -$43.6K ﹤0.01% 2155
2025
Q4 		$332K Buy
7,206
+1,782
+33% +$91.9K ﹤0.01% 2245
2025
Q3 		$284K Sell
5,424
-250
-4% -$11.9K ﹤0.01% 2209
2025
Q2 		$233K Buy
5,674
+5,474
+2,737% +$188K ﹤0.01% 2144
2025
Q1 		$6.58K Hold
200
– – ﹤0.01% 3223
2024
Q4 		$7.01K Buy
+200
New +$8.18K ﹤0.01% 3140
2024
Q2 		– Sell
-34
Closed -$2.07K – 3846
2024
Q1 		$2.07K Sell
34
-147
-81% -$8.36K ﹤0.01% 3359
2023
Q4 		$10K Sell
181
-6,519
-97% -$356K ﹤0.01% 2841
2023
Q3 		$381K Buy
6,700
+6,509
+3,408% +$354K ﹤0.01% 1305
2023
Q2 		$8.54K Sell
191
-355
-65% -$15.5K ﹤0.01% 2651
2023
Q1 		$26.4K Sell
546
-619
-53% -$32.2K ﹤0.01% 2240
2022
Q4 		$32.3K Buy
+1,165
New +$67.1K ﹤0.01% 1923
2020
Q1 		– Sell
-14,782
Closed -$749K – 811
2019
Q4 		$749K Buy
14,782
+8,712
+144% +$462K 0.03% 418
2019
Q3 		$332K Buy
+6,070
New +$294K 0.01% 614

Other funds holding DINO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

NewEdge Advisors's DINO Position: Q2 2026 in Review

NewEdge Advisors increased its HF Sinclair (DINO) stake by 58% in Q2 2026, buying an estimated $249K and bringing the position to 10,147 shares worth $707K. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

NewEdge Advisors first reported a position in DINO in Q3 2019 and has held it in 15 quarters since. The position peaked at $749K in Q4 2019. 686 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • NewEdge Advisors held 10,147 shares of HF Sinclair worth $707K as of Q2 2026.
  • NewEdge Advisors bought 3,745 HF Sinclair shares in Q2 2026, an estimated $249K.
  • HF Sinclair made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1900 holding.
  • NewEdge Advisors first reported a position in HF Sinclair in Q3 2019 and has held it in 15 quarters since.
  • NewEdge Advisors's HF Sinclair position peaked at $749K in Q4 2019.
  • 686 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.