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Beta Wealth Group’s DuPont de Nemours DD Stock Holding History

Beta Wealth Group’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 		$365K Buy
2,689
+117
+5% +$16.6K 0.14% 99
2026
Q1 		$353K Buy
2,572
+1
+0% +$138 0.15% 95
2025
Q4 		$310K Sell
2,571
-2,379
-48% -$268K 0.12% 103
2025
Q3 		$484K Sell
4,950
-166
-3% -$15.6K 0.19% 89
2025
Q2 		$441K Buy
5,116
+83
+2% +$6.9K 0.16% 77
2025
Q1 		$472K Sell
5,033
-77
-2% -$7.51K 0.17% 72
2024
Q4 		$489K Buy
5,110
+81
+2% +$8.43K 0.22% 75
2024
Q3 		$562K Buy
5,029
+242
+5% +$24.6K 0.25% 68
2024
Q2 		$484K Buy
4,787
+398
+9% +$39K 0.23% 68
2024
Q1 		$419K Buy
4,389
+242
+6% +$21.5K 0.2% 77
2023
Q4 		$400K Sell
4,147
-77
-2% -$7K 0.21% 73
2023
Q3 		$396K Sell
4,224
-476
-10% -$44.7K 0.23% 74
2023
Q2 		$421K Buy
4,700
+557
+13% +$47.9K 0.24% 70
2023
Q1 		$373K Buy
4,143
+399
+11% +$36.4K 0.21% 71
2022
Q4 		$323K Buy
3,744
+239
+7% +$19.1K 0.22% 78
2022
Q3 		$222K Sell
3,505
-44,454
-93% -$3.17M 0.16% 82
2022
Q2 		$3.35M Buy
47,959
+44,852
+1,444% +$3.67M 2.24% 17
2022
Q1 		$287K Buy
+3,107
New +$303K 0.19% 73

Other funds holding DD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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

Beta Wealth Group's DD Position: Q2 2026 in Review

Beta Wealth Group increased its DuPont de Nemours (DD) stake by 4.5% in Q2 2026, buying an estimated $16.6K and bringing the position to 2,689 shares worth $365K. The position accounts for 0.14% of the portfolio, ranked #99.

Beta Wealth Group first reported a position in DD in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.35M in Q2 2022. 1,123 funds tracked by Wall St. Rank hold DD as of Q2 2026.

  • Beta Wealth Group held 2,689 shares of DuPont de Nemours worth $365K as of Q2 2026.
  • Beta Wealth Group bought 117 DuPont de Nemours shares in Q2 2026, an estimated $16.6K.
  • DuPont de Nemours made up 0.14% of Beta Wealth Group's portfolio in Q2 2026, its #99 holding.
  • Beta Wealth Group first reported a position in DuPont de Nemours in Q1 2022 and has held it in 18 quarters since.
  • Beta Wealth Group's DuPont de Nemours position peaked at $3.35M in Q2 2022.
  • 1,123 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.