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

Focused 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 Q4	–	Sell	-904	Closed	-$88.4K	–	221
2025 Q3	$88.4K	Buy	+904	New	+$85.2K	0.01%	201
2024 Q1	–	Sell	-186	Closed	-$18K	–	371
2023 Q4	$18K	Hold	186	–	–	﹤0.01%	455
2023 Q3	$17.5K	Hold	186	–	–	﹤0.01%	452
2023 Q2	$16.7K	Hold	186	–	–	﹤0.01%	459
2023 Q1	$16.8K	Hold	186	–	–	﹤0.01%	462
2022 Q4	$16.1K	Hold	186	–	–	﹤0.01%	460
2022 Q3	$12K	Hold	186	–	–	﹤0.01%	461
2022 Q2	$13K	Hold	186	–	–	﹤0.01%	465
2022 Q1	$17K	Sell	186 -1,311	-88%	-$128K	﹤0.01%	475
2021 Q4	$152K	Hold	1,497	–	–	0.02%	220
2021 Q3	$128K	Sell	1,497 -67	-4%	-$6.21K	0.02%	245
2021 Q2	$152K	Hold	1,564	–	–	0.03%	210
2021 Q1	$152K	Buy	1,564 +1,298	+488%	+$124K	0.03%	206
2020 Q4	$24K	Buy	266 +1	+0.4%	+$79	﹤0.01%	440
2020 Q3	$18K	Sell	265 -19	-7%	-$1.33K	﹤0.01%	432
2020 Q2	$19K	Hold	284	–	–	﹤0.01%	411
2020 Q1	$12K	Buy	284 +77	+37%	+$4.71K	﹤0.01%	433
2019 Q4	$17K	Buy	207 +11	+6%	+$913	﹤0.01%	430
2019 Q3	$18K	Sell	196 -259	-57%	-$22.8K	0.01%	401
2019 Q2	$43K	Sell	455 -557	-55%	-$66.5K	0.01%	330
2019 Q1	$137K	Sell	1,012 -313	-24%	-$43.4K	0.04%	171
2018 Q4	$179K	Sell	1,325 -3,469	-72%	-$498K	0.06%	147
2018 Q3	$781K	Buy	4,794 +31	+0.7%	+$5.33K	0.27%	65
2018 Q2	$795K	Sell	4,763 -882	-16%	-$148K	0.28%	58
2018 Q1	$911K	Buy	5,645 +219	+4%	+$39.6K	0.29%	54
2017 Q4	$979K	Buy	5,426 +1,117	+26%	+$201K	0.31%	51
2017 Q3	$756K	Sell	4,309 -324	-7%	-$54.1K	0.25%	61
2017 Q2	$740K	Buy	4,633 +13	+0.3%	+$2.06K	0.28%	57
2017 Q1	$743K	Buy	4,620 +45	+1%	+$6.99K	0.29%	55
2016 Q4	$663K	Sell	4,575 -57	-1%	-$7.94K	0.28%	56
2016 Q3	$608K	Sell	4,632 -234	-5%	-$31.2K	0.27%	58
2016 Q2	$613K	Buy	4,866 +1,232	+34%	+$162K	0.28%	55
2016 Q1	$468K	Buy	3,634 +1,553	+75%	+$186K	0.26%	65
2015 Q4	$271K	Buy	2,081 +371	+22%	+$47.6K	0.16%	93
2015 Q3	$184K	Buy	1,710 +1,406	+463%	+$163K	0.12%	101
2015 Q2	$39K	Buy	304 +100	+49%	+$13K	0.02%	235
2015 Q1	$25K	Buy	204 +2	+1%	+$237	0.02%	287
2014 Q4	$23K	Buy	202 +1	+0.5%	+$122	0.02%	284
2014 Q3	$27K	Buy	201 +1	+0.5%	+$133	0.02%	279
2014 Q2	$26K	Buy	200 +1	+0.5%	+$127	0.02%	268
2014 Q1	$25K	Buy	199 +1	+0.5%	+$118	0.02%	256
2013 Q4	$22K	Buy	198 +1	+0.5%	+$102	0.02%	274
2013 Q3	$19K	Buy	+197	New	+$18.3K	0.02%	279

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Focused Wealth Management's DD Position: Q4 2025 in Review

Focused Wealth Management sold out of DuPont de Nemours (DD) in Q4 2025, closing a stake of 904 shares — an estimated $88.4K sold.

Focused Wealth Management first reported a position in DD in Q3 2013 and held it in 43 quarters. The position peaked at $979K in Q4 2017. 1,221 funds tracked by Wall St. Rank hold DD as of Q4 2025.

Focused Wealth Management reported no remaining DuPont de Nemours position as of Q4 2025 after selling out during the quarter.
Focused Wealth Management sold 904 DuPont de Nemours shares in Q4 2025, an estimated $88.4K.
Focused Wealth Management first reported a position in DuPont de Nemours in Q3 2013 and held it in 43 quarters.
Focused Wealth Management's DuPont de Nemours position peaked at $979K in Q4 2017.
1,221 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2025.

Based on Focused Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.