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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s DuPont de Nemours DD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q3 		– Sell
-80
Closed -$6.86K – 548
2025
Q2 		$6.86K Hold
80
– – ﹤0.01% 386
2025
Q1 		$7.47K Hold
80
– – ﹤0.01% 377
2024
Q4 		$7.63K Hold
80
– – ﹤0.01% 381
2024
Q3 		$8.91K Buy
80
+48
+150% +$4.89K ﹤0.01% 301
2024
Q2 		$3.22K Hold
32
– – ﹤0.01% 315
2024
Q1 		$3.07K Hold
32
– – ﹤0.01% 311
2023
Q4 		$3.08K Hold
32
– – ﹤0.01% 286
2023
Q3 		$2.98K Hold
32
– – ﹤0.01% 236
2023
Q2 		$2.86K Hold
32
– – ﹤0.01% 241
2023
Q1 		$2.87K Buy
+32
New +$2.92K ﹤0.01% 266

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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 $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DD Position: Q3 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of DuPont de Nemours (DD) in Q3 2025, closing a stake of 80 shares — an estimated $6.86K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DD in Q1 2023 and held it in 10 quarters. The position peaked at $8.91K in Q3 2024. 1,359 funds tracked by Wall St. Rank hold DD as of Q3 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining DuPont de Nemours position as of Q3 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 80 DuPont de Nemours shares in Q3 2025, an estimated $6.86K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DuPont de Nemours in Q1 2023 and held it in 10 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DuPont de Nemours position peaked at $8.91K in Q3 2024.
  • 1,359 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2025, filed 7 Aug 2026.