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Concord Wealth Partners’s DuPont de Nemours DD Stock Holding History

Concord Wealth Partners’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 		$13.3K Buy
+98
New +$13.9K ﹤0.01% 535
2026
Q1 		– Sell
-99
Closed -$11.9K – 323
2025
Q4 		$11.9K Sell
99
-138
-58% -$15.5K ﹤0.01% 513
2025
Q3 		$23.1K Sell
237
-54
-19% -$5.09K ﹤0.01% 440
2025
Q2 		$25K Hold
291
– – ﹤0.01% 440
2025
Q1 		$27.3K Sell
291
-148
-34% -$14.4K ﹤0.01% 396
2024
Q4 		$42K Sell
439
-1
-0.2% -$104 0.01% 353
2024
Q3 		$49.2K Hold
440
– – 0.01% 339
2024
Q2 		$44.4K Sell
440
-91
-17% -$8.91K 0.01% 323
2024
Q1 		$51.1K Sell
531
-108
-17% -$9.61K 0.01% 348
2023
Q4 		$61.7K Buy
639
+48
+8% +$4.37K 0.01% 328
2023
Q3 		$55.3K Sell
591
-38
-6% -$3.57K 0.01% 364
2023
Q2 		$56.3K Buy
629
+93
+17% +$8K 0.01% 350
2023
Q1 		$48.3K Hold
536
– – 0.01% 353
2022
Q4 		$46.2K Buy
+536
New +$42.8K 0.01% 390
2022
Q3 		– Sell
-692
Closed -$48K – 372
2022
Q2 		$48K Sell
692
-19
-3% -$1.55K 0.01% 386
2022
Q1 		$66K Buy
711
+20
+3% +$1.95K 0.02% 380
2021
Q4 		$70K Buy
691
+428
+163% +$40.7K 0.02% 382
2021
Q3 		$22K Sell
263
-304
-54% -$28.2K 0.01% 361
2021
Q2 		$55K Sell
567
-97
-15% -$9.74K 0.02% 338
2021
Q1 		$64K Sell
664
-78
-11% -$7.48K 0.02% 294
2020
Q4 		$66K Buy
+742
New +$58.3K 0.05% 174

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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

Concord Wealth Partners's DD Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in DuPont de Nemours (DD) in Q2 2026: 98 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DD as recently as Q4 2025.

Concord Wealth Partners first reported a position in DD in Q4 2020 and has held it in 21 quarters since. The position peaked at $70K in Q4 2021. 1,123 funds tracked by Wall St. Rank hold DD as of Q2 2026.

  • Concord Wealth Partners held 98 shares of DuPont de Nemours worth $13.3K as of Q2 2026.
  • DuPont de Nemours was a new Concord Wealth Partners position in Q2 2026.
  • DuPont de Nemours made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #535 holding.
  • Concord Wealth Partners first reported a position in DuPont de Nemours in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's DuPont de Nemours position peaked at $70K in Q4 2021.
  • 1,123 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.