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

Centricity 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
Q2 		$14.1K Hold
163
– – 0.01% 296
2025
Q1 		$15.3K Hold
163
– – 0.01% 278
2024
Q4 		$15.6K Buy
+163
New +$17K 0.01% 281

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Centricity Wealth Management's DD Position: Q2 2025 in Review

Centricity Wealth Management held its DuPont de Nemours (DD) position steady in Q2 2025 at 163 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #296.

Centricity Wealth Management first reported a position in DD in Q4 2024 and has held it in 3 quarters since. The position peaked at $15.6K in Q4 2024. 1,328 funds tracked by Wall St. Rank hold DD as of Q2 2025.

  • Centricity Wealth Management held 163 shares of DuPont de Nemours worth $14.1K as of Q2 2025.
  • Centricity Wealth Management left its DuPont de Nemours share count unchanged in Q2 2025.
  • DuPont de Nemours made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #296 holding.
  • Centricity Wealth Management first reported a position in DuPont de Nemours in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's DuPont de Nemours position peaked at $15.6K in Q4 2024.
  • 1,328 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.