EP Wealth Advisors’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.37M | Buy |
10,134
+1,465
| +17% | +$208K | 0.01% | 672 |
|
|
2026
Q1 | $1.19M | Buy |
8,669
+163
| +2% | +$22.5K | 0.01% | 593 |
|
|
2025
Q4 | $1.03M | Buy |
+8,506
| New | +$957K | 0.01% | 615 |
|
|
2025
Q2 | $1.38M | Buy |
16,029
+693
| +5% | +$57.6K | 0.01% | 496 |
|
|
2025
Q1 | $1.44M | Buy |
15,336
+1,387
| +10% | +$135K | 0.01% | 419 |
|
|
2024
Q4 | $1.34M | Buy |
13,949
+2,159
| +18% | +$225K | 0.01% | 433 |
|
|
2024
Q3 | $1.32M | Buy |
11,790
+4,495
| +62% | +$458K | 0.01% | 438 |
|
|
2024
Q2 | $737K | Buy |
7,295
+722
| +11% | +$70.7K | 0.01% | 451 |
|
|
2024
Q1 | $633K | Sell |
6,573
-768
| -10% | -$68.3K | 0.01% | 464 |
|
|
2023
Q4 | $709K | Buy |
7,341
+1,074
| +17% | +$97.7K | 0.01% | 426 |
|
|
2023
Q3 | $587K | Buy |
6,267
+4,916
| +364% | +$462K | 0.01% | 430 |
|
|
2023
Q2 | $586K | Sell |
1,351
-425,864
| -100% | -$36.6M | 0.01% | 434 |
|
|
2023
Q1 | $107 | Buy |
427,215
+420,972
| +6,743% | +$38.4M | ﹤0.01% | 633 |
|
|
2022
Q4 | $538K | Buy |
+6,243
| New | +$499K | 0.01% | 364 |
|
|
2022
Q3 | – | Sell |
-6,281
| Closed | -$438K | – | 397 |
|
|
2022
Q2 | $438K | Buy |
6,281
+409
| +7% | +$33.5K | 0.01% | 399 |
|
|
2022
Q1 | $542K | Sell |
5,872
-295
| -5% | -$28.8K | 0.01% | 368 |
|
|
2021
Q4 | $625K | Buy |
6,167
+189
| +3% | +$18K | 0.01% | 320 |
|
|
2021
Q3 | $510K | Sell |
5,978
-418
| -7% | -$38.7K | 0.01% | 328 |
|
|
2021
Q2 | $622K | Buy |
6,396
+59
| +0.9% | +$5.92K | 0.02% | 301 |
|
|
2021
Q1 | $615K | Buy |
6,337
+1,178
| +23% | +$113K | 0.02% | 287 |
|
|
2020
Q4 | $461K | Buy |
+5,159
| New | +$405K | 0.02% | 278 |
|
|
2020
Q1 | – | Sell |
-17,739
| Closed | -$1.43M | – | 382 |
|
|
2019
Q4 | $1.43M | Sell |
17,739
-3,640
| -17% | -$302K | 0.06% | 153 |
|
|
2019
Q3 | $1.91M | Sell |
21,379
-918
| -4% | -$80.8K | 0.09% | 108 |
|
|
2019
Q2 | $2.1M | Buy |
22,297
+20,351
| +1,046% | +$2.43M | 0.13% | 84 |
|
|
2019
Q1 | $263K | Buy |
1,946
+390
| +25% | +$54.1K | 0.03% | 212 |
|
|
2018
Q4 | $211K | Sell |
1,556
-72
| -4% | -$10.3K | 0.02% | 241 |
|
|
2018
Q3 | $265K | Buy |
1,628
+394
| +32% | +$67.8K | 0.02% | 233 |
|
|
2018
Q2 | $206K | Sell |
1,234
-47
| -4% | -$7.87K | 0.02% | 182 |
|
|
2018
Q1 | $207K | Buy |
+1,281
| New | +$232K | 0.02% | 198 |
|
|
2017
Q4 | – | Sell |
-1,635
| Closed | -$287K | – | 198 |
|
|
2017
Q3 | $287K | Buy |
+1,635
| New | +$273K | 0.03% | 138 |
|
Other funds holding DD
EP Wealth Advisors's DD Position: Q2 2026 in Review
EP Wealth Advisors increased its DuPont de Nemours (DD) stake by 17% in Q2 2026, buying an estimated $208K and bringing the position to 10,134 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #672.
EP Wealth Advisors first reported a position in DD in Q3 2017 and has held it in 30 quarters since. The position peaked at $2.1M in Q2 2019. 1,123 funds tracked by Wall St. Rank hold DD as of Q2 2026.
- EP Wealth Advisors held 10,134 shares of DuPont de Nemours worth $1.37M as of Q2 2026.
- EP Wealth Advisors bought 1,465 DuPont de Nemours shares in Q2 2026, an estimated $208K.
- DuPont de Nemours made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #672 holding.
- EP Wealth Advisors first reported a position in DuPont de Nemours in Q3 2017 and has held it in 30 quarters since.
- EP Wealth Advisors's DuPont de Nemours position peaked at $2.1M in Q2 2019.
- 1,123 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.