Holos Integrated Wealth’s DuPont de Nemours DD Stock Holding History

Holos Integrated Wealth’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	$45.9K	Sell	329 -2	-0.6%	-$284	0.02%	162
2026 Q1	$45.2K	Sell	331 -699	-68%	-$96.4K	0.02%	164
2025 Q4	$126K	Sell	1,030 -1,432	-58%	-$161K	0.07%	82
2025 Q3	$228K	Buy	2,462 +2	+0.1%	+$188	0.13%	58
2025 Q2	$218K	Buy	2,460 +1	+0%	+$83	0.13%	59
2025 Q1	$230K	Buy	2,459 +2	+0.1%	+$195	0.15%	56
2024 Q4	$235K	Buy	+2,457	New	+$256K	0.16%	49

Other funds holding DD

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

SGK

Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Holos Integrated Wealth's DD Position: Q2 2026 in Review

Holos Integrated Wealth reduced its DuPont de Nemours (DD) stake by 0.6% in Q2 2026, selling an estimated $284 and leaving 329 shares worth $45.9K. The position accounts for 0.02% of the portfolio, ranked #162.

Holos Integrated Wealth first reported a position in DD in Q4 2024 and has held it in 7 quarters since. The position peaked at $235K in Q4 2024. 300 funds tracked by Wall St. Rank hold DD as of Q2 2026.

Holos Integrated Wealth held 329 shares of DuPont de Nemours worth $45.9K as of Q2 2026.
Holos Integrated Wealth sold 2 DuPont de Nemours shares in Q2 2026, an estimated $284.
DuPont de Nemours made up 0.02% of Holos Integrated Wealth's portfolio in Q2 2026, its #162 holding.
Holos Integrated Wealth first reported a position in DuPont de Nemours in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's DuPont de Nemours position peaked at $235K in Q4 2024.
300 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.