BFP
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Briaud Financial Planning’s DuPont de Nemours DD Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-2
Closed – – 91
2025
Q2 		$0 Hold
2
– – ﹤0.01% 349
2025
Q1 		$0 Buy
+2
New +$195 ﹤0.01% 201
2023
Q4 		– Sell
-22
Closed -$2K – 55
2023
Q3 		$2K Buy
+22
New +$2.07K ﹤0.01% 131

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Briaud Financial Planning's DD Position: Q3 2025 in Review

Briaud Financial Planning sold out of DuPont de Nemours (DD) in Q3 2025, closing a stake of 2 shares.

Briaud Financial Planning first reported a position in DD in Q3 2023 and held it in 3 quarters. The position peaked at $2K in Q3 2023. 1,358 funds tracked by Wall St. Rank hold DD as of Q3 2025.

  • Briaud Financial Planning reported no remaining DuPont de Nemours position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 2 DuPont de Nemours shares in Q3 2025.
  • Briaud Financial Planning first reported a position in DuPont de Nemours in Q3 2023 and held it in 3 quarters.
  • Briaud Financial Planning's DuPont de Nemours position peaked at $2K in Q3 2023.
  • 1,358 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.