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Confluence Wealth Services’s DuPont de Nemours DD Stock Holding History

Confluence Wealth Services’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 		$723K Buy
5,332
+57
+1% +$8.09K 0.02% 282
2026
Q1 		$725K Sell
5,275
-58
-1% -$8K 0.03% 227
2025
Q4 		$643K Sell
5,333
-7,453
-58% -$839K 0.03% 234
2025
Q3 		$1.25M Sell
12,786
-58
-0.5% -$5.46K 0.06% 156
2025
Q2 		$1.11M Sell
12,844
-52
-0.4% -$4.32K 0.06% 164
2025
Q1 		$1.02M Buy
12,896
+3,525
+38% +$344K 0.06% 155
2024
Q4 		$920K Buy
9,371
+169
+2% +$17.6K 0.06% 162
2024
Q3 		$1.03M Sell
9,202
-74
-0.8% -$7.54K 0.08% 142
2024
Q2 		$937K Buy
9,276
+649
+8% +$63.5K 0.07% 162
2024
Q1 		$830K Sell
8,627
-849
-9% -$75.5K 0.07% 151
2023
Q4 		$915K Sell
9,476
-475
-5% -$43.2K 0.1% 120
2023
Q3 		$932K Sell
9,951
-571
-5% -$53.6K 0.18% 92
2023
Q2 		$944K Buy
10,522
+730
+7% +$62.8K 0.2% 96
2023
Q1 		$882K Buy
9,792
+1
+0% +$91 0.21% 95
2022
Q4 		$843K Buy
9,791
+1
+0% +$80 0.22% 93
2022
Q3 		$619K Sell
9,790
-963
-9% -$68.7K 0.26% 108
2022
Q2 		$839K Sell
10,753
-31
-0.3% -$2.54K 0.37% 94
2022
Q1 		$995K Sell
10,784
-6
-0.1% -$585 0.36% 73
2021
Q4 		$1.09M Buy
+10,790
New +$1.03M 0.35% 68

Other funds holding DD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Confluence Wealth Services's DD Position: Q2 2026 in Review

Confluence Wealth Services increased its DuPont de Nemours (DD) stake by 1.1% in Q2 2026, buying an estimated $8.09K and bringing the position to 5,332 shares worth $723K. The position accounts for 0.02% of the portfolio, ranked #282.

Confluence Wealth Services first reported a position in DD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.25M in Q3 2025. 1,119 funds tracked by Wall St. Rank hold DD as of Q2 2026.

  • Confluence Wealth Services held 5,332 shares of DuPont de Nemours worth $723K as of Q2 2026.
  • Confluence Wealth Services bought 57 DuPont de Nemours shares in Q2 2026, an estimated $8.09K.
  • DuPont de Nemours made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #282 holding.
  • Confluence Wealth Services first reported a position in DuPont de Nemours in Q4 2021 and has held it in 19 quarters since.
  • Confluence Wealth Services's DuPont de Nemours position peaked at $1.25M in Q3 2025.
  • 1,119 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.