HWA
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Heartwood Wealth Advisors’s DuPont de Nemours DD Stock Holding History

Heartwood Wealth Advisors’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
-21
Closed -$2.02K – 301
2025
Q3 		$2.02K Buy
+21
New +$1.98K ﹤0.01% 495

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heartwood Wealth Advisors's DD Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of DuPont de Nemours (DD) in Q4 2025, closing a stake of 21 shares — an estimated $2.02K sold.

Heartwood Wealth Advisors first reported a position in DD in Q3 2025 and held it in 1 quarter. The position peaked at $2.02K in Q3 2025. 1,220 funds tracked by Wall St. Rank hold DD as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining DuPont de Nemours position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 21 DuPont de Nemours shares in Q4 2025, an estimated $2.02K.
  • Heartwood Wealth Advisors first reported a position in DuPont de Nemours in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's DuPont de Nemours position peaked at $2.02K in Q3 2025.
  • 1,220 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.