CWM
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Compass Wealth Management’s DuPont de Nemours DD Stock Holding History

Compass 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 		– Sell
-2,466
Closed -$231K – 206
2025
Q1 		$231K Hold
2,466
– – 0.06% 143
2024
Q4 		$236K Sell
2,466
-283
-10% -$29.4K 0.06% 145
2024
Q3 		$308K Sell
2,749
-12,377
-82% -$1.26M 0.07% 139
2024
Q2 		$1.53M Sell
15,126
-818
-5% -$80.1K 0.38% 75
2024
Q1 		$1.53M Sell
15,944
-8,410
-35% -$748K 0.38% 79
2023
Q4 		$2.35M Sell
24,354
-2,735
-10% -$249K 0.66% 54
2023
Q3 		$2.54M Sell
27,089
-604
-2% -$56.7K 0.8% 44
2023
Q2 		$2.48M Sell
27,693
-186
-0.7% -$16K 0.75% 44
2023
Q1 		$2.51M Sell
27,879
-634
-2% -$57.8K 0.8% 44
2022
Q4 		$2.46M Buy
+28,513
New +$2.28M 0.81% 42

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Compass Wealth Management sold out of DuPont de Nemours (DD) in Q2 2025, closing a stake of 2,466 shares — an estimated $231K sold.

Compass Wealth Management first reported a position in DD in Q4 2022 and held it in 10 quarters. The position peaked at $2.54M in Q3 2023. 1,326 funds tracked by Wall St. Rank hold DD as of Q2 2025.

  • Compass Wealth Management reported no remaining DuPont de Nemours position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 2,466 DuPont de Nemours shares in Q2 2025, an estimated $231K.
  • Compass Wealth Management first reported a position in DuPont de Nemours in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's DuPont de Nemours position peaked at $2.54M in Q3 2023.
  • 1,326 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.