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Asset Planning Inc’s DuPont de Nemours DD Stock Holding History

Asset Planning Inc’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
2026
Q1 		$79.2K Buy
576
+1
+0.2% +$138 0.06% 126
2025
Q4 		$69.3K Sell
575
-794
-58% -$89.3K 0.05% 125
2025
Q3 		$134K Buy
1,369
+4
+0.3% +$377 0.1% 97
2025
Q2 		$117K Buy
1,365
+6
+0.4% +$499 0.09% 100
2025
Q1 		$127K Buy
1,359
+4
+0.3% +$390 0.1% 94
2024
Q4 		$130K Buy
+1,355
New +$141K 0.1% 91

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VPM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Asset Planning Inc's DD Position: Q1 2026 in Review

Asset Planning Inc increased its DuPont de Nemours (DD) stake by 0.17% in Q1 2026, buying an estimated $138 and bringing the position to 576 shares worth $79.2K. The position accounts for 0.06% of the portfolio, ranked #126.

Asset Planning Inc first reported a position in DD in Q4 2024 and has held it in 6 quarters since. The position peaked at $134K in Q3 2025. 1,226 funds tracked by Wall St. Rank hold DD as of Q1 2026.

  • Asset Planning Inc held 576 shares of DuPont de Nemours worth $79.2K as of Q1 2026.
  • Asset Planning Inc bought 1 DuPont de Nemours share in Q1 2026, an estimated $138.
  • DuPont de Nemours made up 0.06% of Asset Planning Inc's portfolio in Q1 2026, its #126 holding.
  • Asset Planning Inc first reported a position in DuPont de Nemours in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's DuPont de Nemours position peaked at $134K in Q3 2025.
  • 1,226 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.