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

Congress 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 		$7.02M Sell
81,521
-2,210
-3% -$184K 0.07% 317
2025
Q1 		$7.86M Buy
83,731
+10,548
+14% +$1.03M 0.09% 247
2024
Q4 		$6.97M Buy
73,183
+564
+0.8% +$58.7K 0.1% 242
2024
Q3 		$8.12M Buy
72,619
+13,165
+22% +$1.34M 0.11% 236
2024
Q2 		$6.01M Sell
59,454
-384
-0.6% -$37.6K 0.1% 227
2024
Q1 		$5.76M Sell
59,838
-357
-0.6% -$31.8K 0.1% 210
2023
Q4 		$5.81M Buy
60,195
+73
+0.1% +$6.64K 0.11% 208
2023
Q3 		$5.63M Sell
60,122
-4
-0% -$376 0.12% 201
2023
Q2 		$5.39M Buy
60,126
+564
+0.9% +$48.5K 0.13% 183
2023
Q1 		$5.37M Buy
59,562
+58
+0.1% +$5.29K 0.13% 181
2022
Q4 		$5.13M Buy
59,504
+1
+0% +$80 0.13% 182
2022
Q3 		$3.76M Sell
59,503
-106
-0.2% -$7.56K 0.1% 204
2022
Q2 		$4.16M Buy
59,609
+66
+0.1% +$5.4K 0.11% 204
2022
Q1 		$5.5M Buy
59,543
+28
+0% +$2.73K 0.12% 194
2021
Q4 		$6.04M Buy
+59,515
New +$5.66M 0.12% 198

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

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

Congress Wealth Management reduced its DuPont de Nemours (DD) stake by 2.6% in Q2 2025, selling an estimated $184K and leaving 81,521 shares worth $7.02M. The position accounts for 0.07% of the portfolio, ranked #317.

Congress Wealth Management first reported a position in DD in Q4 2021 and has held it in 15 quarters since. The position peaked at $8.12M in Q3 2024. 1,328 funds tracked by Wall St. Rank hold DD as of Q2 2025.

  • Congress Wealth Management held 81,521 shares of DuPont de Nemours worth $7.02M as of Q2 2025.
  • Congress Wealth Management sold 2,210 DuPont de Nemours shares in Q2 2025, an estimated $184K.
  • DuPont de Nemours made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #317 holding.
  • Congress Wealth Management first reported a position in DuPont de Nemours in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's DuPont de Nemours position peaked at $8.12M in Q3 2024.
  • 1,328 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2025.

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