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Private Wealth Management Group’s Delek US DK Stock Holding History

Private Wealth Management 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
2025
Q2 		– Sell
-102
Closed -$1.54K – 1524
2025
Q1 		$1.54K Sell
102
-93
-48% -$1.61K ﹤0.01% 1147
2024
Q4 		$3.61K Buy
+195
New +$3.49K ﹤0.01% 872
2024
Q3 		– Sell
-37
Closed -$917 – 1514
2024
Q2 		$917 Hold
37
– – ﹤0.01% 1313
2024
Q1 		$1.14K Hold
37
– – ﹤0.01% 1211
2023
Q4 		$955 Buy
+37
New +$978 ﹤0.01% 1293

Other funds holding DK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Wealth Management Group's DK Position: Q2 2025 in Review

Private Wealth Management Group sold out of Delek US (DK) in Q2 2025, closing a stake of 102 shares — an estimated $1.54K sold.

Private Wealth Management Group first reported a position in DK in Q4 2023 and held it in 5 quarters. The position peaked at $3.61K in Q4 2024. 217 funds tracked by Wall St. Rank hold DK as of Q2 2025.

  • Private Wealth Management Group reported no remaining Delek US position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 102 Delek US shares in Q2 2025, an estimated $1.54K.
  • Private Wealth Management Group first reported a position in Delek US in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's Delek US position peaked at $3.61K in Q4 2024.
  • 217 funds tracked by Wall St. Rank held Delek US as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.