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Waddell & Associates’s HF Sinclair DINO Stock Holding History

Waddell & Associates’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 		$419K Buy
6,014
+8
+0.1% +$532 0.02% 308
2026
Q1 		$375K Buy
6,006
+113
+2% +$6.12K 0.02% 292
2025
Q4 		$272K Buy
5,893
+472
+9% +$24.3K 0.02% 299
2025
Q3 		$284K Buy
5,421
+20
+0.4% +$948 0.02% 225
2025
Q2 		$222K Buy
+5,401
New +$186K 0.02% 215

Other funds holding DINO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Waddell & Associates's DINO Position: Q2 2026 in Review

Waddell & Associates increased its HF Sinclair (DINO) stake by 0.13% in Q2 2026, buying an estimated $532 and bringing the position to 6,014 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #308.

Waddell & Associates first reported a position in DINO in Q2 2025 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Waddell & Associates held 6,014 shares of HF Sinclair worth $419K as of Q2 2026.
  • Waddell & Associates bought 8 HF Sinclair shares in Q2 2026, an estimated $532.
  • HF Sinclair made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #308 holding.
  • Waddell & Associates first reported a position in HF Sinclair in Q2 2025 and has held it in 5 quarters since.
  • 184 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.