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Ethos Financial Group’s DuPont de Nemours DD Stock Holding History

Ethos Financial Group’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
Q4 		– Sell
-2,302
Closed -$225K – 541
2025
Q3 		$225K Buy
+2,302
New +$217K 0.02% 418
2025
Q2 		– Sell
-4,433
Closed -$420K – 484
2025
Q1 		$420K Buy
4,433
+2,303
+108% +$225K 0.04% 265
2024
Q4 		$204K Buy
+2,130
New +$222K 0.03% 281
2024
Q1 		– Sell
-2,218
Closed -$214K – 289
2023
Q4 		$214K Hold
2,218
– – 0.05% 241
2023
Q3 		$208K Buy
+2,218
New +$208K 0.05% 163

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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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ethos Financial Group's DD Position: Q4 2025 in Review

Ethos Financial Group sold out of DuPont de Nemours (DD) in Q4 2025, closing a stake of 2,302 shares — an estimated $225K sold.

Ethos Financial Group first reported a position in DD in Q3 2023 and held it in 5 quarters. The position peaked at $420K in Q1 2025. 1,221 funds tracked by Wall St. Rank hold DD as of Q4 2025.

  • Ethos Financial Group reported no remaining DuPont de Nemours position as of Q4 2025 after selling out during the quarter.
  • Ethos Financial Group sold 2,302 DuPont de Nemours shares in Q4 2025, an estimated $225K.
  • Ethos Financial Group first reported a position in DuPont de Nemours in Q3 2023 and held it in 5 quarters.
  • Ethos Financial Group's DuPont de Nemours position peaked at $420K in Q1 2025.
  • 1,221 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2025.

Based on Ethos Financial Group's 13F filing for Q4 2025, filed 20 Jan 2026.