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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
Q2 		$68.5K Sell
505
-71
-12% -$10.1K 0.04% 137
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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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Asset Planning Inc's DD Position: Q2 2026 in Review

Asset Planning Inc reduced its DuPont de Nemours (DD) stake by 12% in Q2 2026, selling an estimated $10.1K and leaving 505 shares worth $68.5K. The position accounts for 0.04% of the portfolio, ranked #137.

Asset Planning Inc first reported a position in DD in Q4 2024 and has held it in 7 quarters since. The position peaked at $134K in Q3 2025. 1,123 funds tracked by Wall St. Rank hold DD as of Q2 2026.

  • Asset Planning Inc held 505 shares of DuPont de Nemours worth $68.5K as of Q2 2026.
  • Asset Planning Inc sold 71 DuPont de Nemours shares in Q2 2026, an estimated $10.1K.
  • DuPont de Nemours made up 0.04% of Asset Planning Inc's portfolio in Q2 2026, its #137 holding.
  • Asset Planning Inc first reported a position in DuPont de Nemours in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's DuPont de Nemours position peaked at $134K in Q3 2025.
  • 1,123 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.