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

Everhart 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
2026
Q2 		$378K Buy
2,783
+34
+1% +$4.83K 0.02% 321
2026
Q1 		$378K Buy
2,749
+676
+33% +$93.3K 0.03% 322
2025
Q4 		$250K Sell
2,073
-2,120
-51% -$239K 0.02% 368
2025
Q3 		$410K Buy
4,193
+814
+24% +$76.7K 0.04% 275
2025
Q2 		$291K Sell
3,379
-2,379
-41% -$198K 0.03% 291
2025
Q1 		$540K Sell
5,758
-88
-2% -$8.59K 0.07% 190
2024
Q4 		$560K Buy
5,846
+313
+6% +$32.6K 0.12% 171
2024
Q3 		$619K Buy
5,533
+775
+16% +$78.9K 0.14% 167
2024
Q2 		$481K Buy
4,758
+728
+18% +$71.3K 0.12% 165
2024
Q1 		$388K Buy
4,030
+831
+26% +$73.9K 0.11% 185
2023
Q4 		$309K Sell
3,199
-348
-10% -$31.6K 0.11% 177
2023
Q3 		$332K Buy
3,547
+275
+8% +$25.8K 0.14% 143
2023
Q2 		$293K Buy
3,272
+460
+16% +$39.6K 0.12% 160
2023
Q1 		$253K Buy
2,812
+455
+19% +$41.5K 0.11% 161
2022
Q4 		$203K Buy
+2,357
New +$188K 0.1% 172

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Robeco Institutional Asset Management
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SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Everhart Financial Group's DD Position: Q2 2026 in Review

Everhart Financial Group increased its DuPont de Nemours (DD) stake by 1.2% in Q2 2026, buying an estimated $4.83K and bringing the position to 2,783 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #321.

Everhart Financial Group first reported a position in DD in Q4 2022 and has held it in 15 quarters since. The position peaked at $619K in Q3 2024. 226 funds tracked by Wall St. Rank hold DD as of Q2 2026.

  • Everhart Financial Group held 2,783 shares of DuPont de Nemours worth $378K as of Q2 2026.
  • Everhart Financial Group bought 34 DuPont de Nemours shares in Q2 2026, an estimated $4.83K.
  • DuPont de Nemours made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #321 holding.
  • Everhart Financial Group first reported a position in DuPont de Nemours in Q4 2022 and has held it in 15 quarters since.
  • Everhart Financial Group's DuPont de Nemours position peaked at $619K in Q3 2024.
  • 226 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.