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

Aviso 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
-2,758
Closed -$270K – 147
2025
Q3 		$270K Sell
2,758
-841
-23% -$79.2K 0.12% 122
2025
Q2 		$310K Sell
3,599
-572
-14% -$47.5K 0.14% 116
2025
Q1 		$391K Sell
4,171
-388
-9% -$37.9K 0.21% 98
2024
Q4 		$436K Sell
4,559
-297
-6% -$30.9K 0.22% 94
2024
Q3 		$543K Sell
4,856
-448
-8% -$45.6K 0.29% 86
2024
Q2 		$536K Sell
5,304
-827
-13% -$81K 0.32% 74
2024
Q1 		$590K Sell
6,131
-1,843
-23% -$164K 0.37% 70
2023
Q4 		$770K Buy
+7,974
New +$725K 0.56% 46

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

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

Aviso Wealth Management sold out of DuPont de Nemours (DD) in Q4 2025, closing a stake of 2,758 shares — an estimated $270K sold.

Aviso Wealth Management first reported a position in DD in Q4 2023 and held it in 8 quarters. The position peaked at $770K in Q4 2023. 1,221 funds tracked by Wall St. Rank hold DD as of Q4 2025.

  • Aviso Wealth Management reported no remaining DuPont de Nemours position as of Q4 2025 after selling out during the quarter.
  • Aviso Wealth Management sold 2,758 DuPont de Nemours shares in Q4 2025, an estimated $270K.
  • Aviso Wealth Management first reported a position in DuPont de Nemours in Q4 2023 and held it in 8 quarters.
  • Aviso Wealth Management's DuPont de Nemours position peaked at $770K in Q4 2023.
  • 1,221 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2025.

Based on Aviso Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.