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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Caldwell Trust's DD Position: Q1 2026 in Review

Caldwell Trust increased its DuPont de Nemours (DD) stake by 4.4% in Q1 2026, buying an estimated $82.2K and bringing the position to 14,147 shares worth $1.94M. The position accounts for 0.17% of the portfolio, ranked #110.

Caldwell Trust first reported a position in DD in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.44M in Q3 2025. 1,227 funds tracked by Wall St. Rank hold DD as of Q1 2026.

  • Caldwell Trust held 14,147 shares of DuPont de Nemours worth $1.94M as of Q1 2026.
  • Caldwell Trust bought 596 DuPont de Nemours shares in Q1 2026, an estimated $82.2K.
  • DuPont de Nemours made up 0.17% of Caldwell Trust's portfolio in Q1 2026, its #110 holding.
  • Caldwell Trust first reported a position in DuPont de Nemours in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's DuPont de Nemours position peaked at $2.44M in Q3 2025.
  • 1,227 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.