CarsonAllaria Wealth Management’s DuPont de Nemours DD Stock Holding History

CarsonAllaria Wealth Management’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	-225	Closed	-$19.4K	–	143
2025 Q2	$19.4K	Hold	225	–	–	0.01%	201
2025 Q1	$21.1K	Hold	225	–	–	0.01%	188
2024 Q4	$21.6K	Hold	225	–	–	0.01%	190
2024 Q3	$25.2K	Hold	225	–	–	0.01%	187
2024 Q2	$22.8K	Sell	225 -35	-13%	-$3.43K	0.01%	186
2024 Q1	$25K	Hold	260	–	–	0.02%	178
2023 Q4	$25.1K	Hold	260	–	–	0.02%	156
2023 Q3	$24.3K	Hold	260	–	–	0.02%	146
2023 Q2	$23.3K	Hold	260	–	–	0.02%	155
2023 Q1	$23.4K	Buy	260 +2	+0.8%	+$182	0.02%	157
2022 Q4	$22K	Buy	258 +1	+0.4%	+$80	0.02%	146
2022 Q3	$16K	Buy	257 +1	+0.4%	+$71	0.01%	157
2022 Q2	$18K	Buy	256 +1	+0.4%	+$82	0.02%	151
2022 Q1	$24K	Buy	255 +2	+0.8%	+$195	0.02%	150
2021 Q4	$26K	Buy	+253	New	+$24.1K	0.02%	158

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CarsonAllaria Wealth Management's DD Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of DuPont de Nemours (DD) in Q3 2025, closing a stake of 225 shares — an estimated $19.4K sold.

CarsonAllaria Wealth Management first reported a position in DD in Q4 2021 and held it in 15 quarters. The position peaked at $26K in Q4 2021. 1,358 funds tracked by Wall St. Rank hold DD as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining DuPont de Nemours position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 225 DuPont de Nemours shares in Q3 2025, an estimated $19.4K.
CarsonAllaria Wealth Management first reported a position in DuPont de Nemours in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's DuPont de Nemours position peaked at $26K in Q4 2021.
1,358 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.