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Caldwell Trust’s DuPont de Nemours DD Stock Holding History

Caldwell Trust’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 		$1.96M Buy
14,455
+308
+2% +$43.7K 0.16% 117
2026
Q1 		$1.94M Buy
14,147
+596
+4% +$82.2K 0.17% 110
2025
Q4 		$1.63M Sell
13,551
-11,440
-46% -$1.29M 0.15% 127
2025
Q3 		$2.44M Buy
24,991
+1,606
+7% +$151K 0.23% 93
2025
Q2 		$2.01M Buy
23,385
+1,473
+7% +$122K 0.2% 101
2025
Q1 		$2.05M Buy
21,912
+1,925
+10% +$188K 0.22% 96
2024
Q4 		$1.91M Buy
19,987
+2,452
+14% +$255K 0.2% 103
2024
Q3 		$1.96M Buy
17,535
+2,324
+15% +$237K 0.21% 103
2024
Q2 		$1.54M Buy
15,211
+880
+6% +$86.2K 0.17% 115
2024
Q1 		$1.38M Buy
14,331
+5,449
+61% +$485K 0.16% 121
2023
Q4 		$858K Buy
8,882
+3,713
+72% +$338K 0.11% 157
2023
Q3 		$484K Buy
5,169
+2,103
+69% +$198K 0.07% 201
2023
Q2 		$275K Buy
3,066
+544
+22% +$46.8K 0.04% 253
2023
Q1 		$227K Buy
2,522
+118
+5% +$10.8K 0.03% 269
2022
Q4 		$207K Sell
2,404
-69
-3% -$5.51K 0.03% 276
2022
Q3 		$156K Hold
2,473
– – 0.02% 301
2022
Q2 		$173K Hold
2,473
– – 0.02% 291
2022
Q1 		$228K Hold
2,473
– – 0.03% 264
2021
Q4 		$251K Sell
2,473
-92
-4% -$8.76K 0.03% 257
2021
Q3 		$219K Sell
2,565
-340
-12% -$31.5K 0.03% 267
2021
Q2 		$282K Sell
2,905
-46
-2% -$4.62K 0.04% 242
2021
Q1 		$286K Sell
2,951
-159
-5% -$15.2K 0.04% 229
2020
Q4 		$278K Sell
3,110
-18
-0.6% -$1.41K 0.04% 224
2020
Q3 		$218K Sell
3,128
-1,018
-25% -$71.3K 0.04% 236
2020
Q2 		$276K Sell
4,146
-1,815
-30% -$106K 0.05% 213
2020
Q1 		$255K Sell
5,961
-1,664
-22% -$102K 0.05% 213
2019
Q4 		$614K Buy
+7,625
New +$633K 0.09% 164

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

Caldwell Trust's DD Position: Q2 2026 in Review

Caldwell Trust increased its DuPont de Nemours (DD) stake by 2.2% in Q2 2026, buying an estimated $43.7K and bringing the position to 14,455 shares worth $1.96M. The position accounts for 0.16% of the portfolio, ranked #117.

Caldwell Trust first reported a position in DD in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.44M in Q3 2025. 1,128 funds tracked by Wall St. Rank hold DD as of Q2 2026.

  • Caldwell Trust held 14,455 shares of DuPont de Nemours worth $1.96M as of Q2 2026.
  • Caldwell Trust bought 308 DuPont de Nemours shares in Q2 2026, an estimated $43.7K.
  • DuPont de Nemours made up 0.16% of Caldwell Trust's portfolio in Q2 2026, its #117 holding.
  • Caldwell Trust first reported a position in DuPont de Nemours in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's DuPont de Nemours position peaked at $2.44M in Q3 2025.
  • 1,128 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.