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Bernard Wealth Management’s DuPont de Nemours DD Stock Holding History

Bernard 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
Q2 		– Sell
-14
Closed -$1.34K – 330
2025
Q1 		$1.34K Buy
+14
New +$1.37K ﹤0.01% 337

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bernard Wealth Management's DD Position: Q2 2025 in Review

Bernard Wealth Management sold out of DuPont de Nemours (DD) in Q2 2025, closing a stake of 14 shares — an estimated $1.34K sold.

Bernard Wealth Management first reported a position in DD in Q1 2025 and held it in 1 quarter. The position peaked at $1.34K in Q1 2025. 1,326 funds tracked by Wall St. Rank hold DD as of Q2 2025.

  • Bernard Wealth Management reported no remaining DuPont de Nemours position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 14 DuPont de Nemours shares in Q2 2025, an estimated $1.34K.
  • Bernard Wealth Management first reported a position in DuPont de Nemours in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's DuPont de Nemours position peaked at $1.34K in Q1 2025.
  • 1,326 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.