Northwestern Mutual Wealth Management’s Delek US DK Stock Holding History

Northwestern Mutual Wealth Management’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
2025 Q4	–	Sell	-46	Closed	-$1.48K	–	4066
2025 Q3	$1.48K	Buy	+46	New	+$1.2K	﹤0.01%	3459
2023 Q3	–	Sell	-245	Closed	-$5.87K	–	3342
2023 Q2	$5.87K	Buy	+245	New	+$5.57K	﹤0.01%	2735
2021 Q4	–	Sell	-28	Closed	-$1K	–	3182
2021 Q3	$1K	Buy	+28	New	+$477	﹤0.01%	2911
2019 Q4	–	Sell	-23	Closed	-$1K	–	2433
2019 Q3	$1K	Sell	23 -26	-53%	-$957	﹤0.01%	2338
2019 Q2	$2K	Buy	49 +9	+23%	+$329	﹤0.01%	2299
2019 Q1	$1K	Sell	40 -460	-92%	-$15.7K	﹤0.01%	2403
2018 Q4	$16K	Buy	+500	New	+$18.9K	﹤0.01%	1671
2017 Q1	–	Sell	-251	Closed	-$6K	–	2087
2016 Q4	$6K	Buy	+251	New	+$4.92K	﹤0.01%	1774
2016 Q3	–	Sell	-225	Closed	-$3K	–	498
2016 Q2	$3K	Buy	225 +166	+281%	+$2.36K	﹤0.01%	1744
2016 Q1	$1K	Buy	+59	New	+$952	﹤0.01%	1986

Other funds holding DK

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

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

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

RRAM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

IFM

ION Fund Management Herzliya $707M AUM

Norges Bank Oslo, Norway $935B AUM

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

Northwestern Mutual Wealth Management's DK Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of Delek US (DK) in Q4 2025, closing a stake of 46 shares — an estimated $1.48K sold.

Northwestern Mutual Wealth Management first reported a position in DK in Q1 2016 and held it in 10 quarters. The position peaked at $16K in Q4 2018. 254 funds tracked by Wall St. Rank hold DK as of Q4 2025.

Northwestern Mutual Wealth Management reported no remaining Delek US position as of Q4 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 46 Delek US shares in Q4 2025, an estimated $1.48K.
Northwestern Mutual Wealth Management first reported a position in Delek US in Q1 2016 and held it in 10 quarters.
Northwestern Mutual Wealth Management's Delek US position peaked at $16K in Q4 2018.
254 funds tracked by Wall St. Rank held Delek US as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.