AWM
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Affinity Wealth Management’s DuPont de Nemours DD Stock Holding History

Affinity Wealth Management’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,583
Closed -$253K – 108
2025
Q3 		$253K Sell
2,583
-249
-9% -$23.5K 0.04% 87
2025
Q2 		$244K Sell
2,832
-34
-1% -$2.83K 0.04% 92
2025
Q1 		$269K Sell
2,866
-95
-3% -$9.27K 0.05% 78
2024
Q4 		$283K Buy
2,961
+572
+24% +$59.5K 0.05% 80
2024
Q3 		$267K Hold
2,389
– – 0.05% 91
2024
Q2 		$241K Sell
2,389
-1,174
-33% -$115K 0.04% 94
2024
Q1 		$343K Sell
3,563
-607
-15% -$54K 0.06% 75
2023
Q4 		$403K Buy
4,170
+54
+1% +$4.91K 0.08% 64
2023
Q3 		$385K Buy
4,116
+354
+9% +$33.3K 0.09% 67
2023
Q2 		$337K Buy
3,762
+75
+2% +$6.45K 0.08% 72
2023
Q1 		$332K Hold
3,687
– – 0.08% 79
2022
Q4 		$318K Sell
3,687
-378
-9% -$30.2K 0.08% 71
2022
Q3 		$257K Buy
4,065
+48
+1% +$3.42K 0.06% 79
2022
Q2 		$276K Sell
4,017
-85
-2% -$6.96K 0.06% 79
2022
Q1 		$357K Buy
4,102
+1,232
+43% +$120K 0.07% 68
2021
Q4 		$298K Sell
2,870
-1,160
-29% -$110K 0.06% 88
2021
Q3 		$353K Buy
4,030
+700
+21% +$64.9K 0.07% 77
2021
Q2 		$313K Hold
3,330
– – 0.06% 79
2021
Q1 		$314K Hold
3,330
– – 0.06% 73
2020
Q4 		$353K Sell
3,330
-276
-8% -$21.7K 0.07% 67
2020
Q3 		$260K Hold
3,606
– – 0.07% 65
2020
Q2 		$242K Buy
+3,606
New +$211K 0.31% 42
2020
Q1 		– Sell
-3,783
Closed -$305K – 62
2019
Q4 		$305K Sell
3,783
-27
-0.7% -$2.24K 0.11% 71
2019
Q3 		$341K Sell
3,810
-760
-17% -$66.9K 0.14% 65
2019
Q2 		$431K Sell
4,570
-2,338
-34% -$279K 0.17% 65
2019
Q1 		$933K Buy
6,908
+1,297
+23% +$180K 0.37% 47
2018
Q4 		$760K Buy
+5,611
New +$806K 0.46% 37
2017
Q3 		$986K Buy
+5,625
New +$939K 0.6% 11

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Affinity Wealth Management's DD Position: Q4 2025 in Review

Affinity Wealth Management sold out of DuPont de Nemours (DD) in Q4 2025, closing a stake of 2,583 shares — an estimated $253K sold.

Affinity Wealth Management first reported a position in DD in Q3 2017 and held it in 28 quarters. The position peaked at $986K in Q3 2017. 1,221 funds tracked by Wall St. Rank hold DD as of Q4 2025.

  • Affinity Wealth Management reported no remaining DuPont de Nemours position as of Q4 2025 after selling out during the quarter.
  • Affinity Wealth Management sold 2,583 DuPont de Nemours shares in Q4 2025, an estimated $253K.
  • Affinity Wealth Management first reported a position in DuPont de Nemours in Q3 2017 and held it in 28 quarters.
  • Affinity Wealth Management's DuPont de Nemours position peaked at $986K in Q3 2017.
  • 1,221 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2025.

Based on Affinity Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.