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BSW Wealth Partners’s DuPont de Nemours DD Stock Holding History

BSW Wealth Partners’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
-2,063
Closed -$202K – 328
2025
Q3 		$202K Sell
2,063
-1,394
-40% -$131K 0.03% 315
2025
Q2 		$298K Sell
3,457
-357
-9% -$29.7K 0.04% 244
2025
Q1 		$357K Buy
3,814
+688
+22% +$67.1K 0.05% 207
2024
Q4 		$299K Sell
3,126
-197
-6% -$20.5K 0.04% 230
2024
Q3 		$372K Buy
3,323
+735
+28% +$74.9K 0.06% 198
2024
Q2 		$262K Buy
2,588
+302
+13% +$29.6K 0.04% 237
2024
Q1 		$220K Sell
2,286
-1,385
-38% -$123K 0.04% 267
2023
Q4 		$355K Sell
3,671
-109
-3% -$9.91K 0.07% 171
2023
Q3 		$354K Buy
3,780
+468
+14% +$44K 0.08% 145
2023
Q2 		$297K Sell
3,312
-70
-2% -$6.02K 0.06% 187
2023
Q1 		$305K Sell
3,382
-1,487
-31% -$136K 0.06% 214
2022
Q4 		$419K Sell
4,869
-764
-14% -$61K 0.09% 159
2022
Q3 		$356K Buy
5,633
+1,025
+22% +$73.1K 0.09% 150
2022
Q2 		$322K Buy
4,608
+269
+6% +$22K 0.08% 179
2022
Q1 		$401K Buy
4,339
+736
+20% +$71.8K 0.1% 159
2021
Q4 		$365K Sell
3,603
-637
-15% -$60.6K 0.09% 167
2021
Q3 		$362K Buy
4,240
+415
+11% +$38.5K 0.1% 145
2021
Q2 		$372K Buy
3,825
+430
+13% +$43.2K 0.1% 138
2021
Q1 		$329K Buy
+3,395
New +$325K 0.1% 130
2019
Q2 		– Sell
-1,912
Closed -$258K – 143
2019
Q1 		$258K Buy
1,912
+129
+7% +$17.9K 0.1% 74
2018
Q4 		$241K Sell
1,783
-79
-4% -$11.3K 0.09% 76
2018
Q3 		$303K Sell
1,862
-301
-14% -$51.8K 0.12% 79
2018
Q2 		$361K Buy
2,163
+2
+0.1% +$335 0.16% 54
2018
Q1 		$349K Sell
2,161
-196
-8% -$35.5K 0.16% 55
2017
Q4 		$425K Buy
2,357
+11
+0.5% +$1.98K 0.18% 47
2017
Q3 		$411K Buy
+2,346
New +$391K 0.18% 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

BSW Wealth Partners's DD Position: Q4 2025 in Review

BSW Wealth Partners sold out of DuPont de Nemours (DD) in Q4 2025, closing a stake of 2,063 shares — an estimated $202K sold.

BSW Wealth Partners first reported a position in DD in Q3 2017 and held it in 26 quarters. The position peaked at $425K in Q4 2017. 1,221 funds tracked by Wall St. Rank hold DD as of Q4 2025.

  • BSW Wealth Partners reported no remaining DuPont de Nemours position as of Q4 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 2,063 DuPont de Nemours shares in Q4 2025, an estimated $202K.
  • BSW Wealth Partners first reported a position in DuPont de Nemours in Q3 2017 and held it in 26 quarters.
  • BSW Wealth Partners's DuPont de Nemours position peaked at $425K in Q4 2017.
  • 1,221 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2025.

Based on BSW Wealth Partners's 13F filing for Q4 2025, filed 23 Jan 2026.