IBEX Wealth Advisors’s DuPont de Nemours DD Stock Holding History

IBEX 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
2026 Q2	$287K	Buy	2,118 +6	+0.3%	+$852	0.02%	186
2026 Q1	$290K	Buy	+2,112	New	+$291K	0.03%	189
2024 Q3	–	Sell	-74	Closed	-$7.49K	–	119
2024 Q2	$7.49K	Buy	+74	New	+$7.25K	﹤0.01%	240
2021 Q4	–	Sell	-299	Closed	-$25K	–	239
2021 Q3	$25K	Buy	+299	New	+$27.7K	﹤0.01%	306
2019 Q2	–	Sell	-18,710	Closed	-$2.53M	–	425
2019 Q1	$2.53M	Buy	+18,710	New	+$2.6M	0.89%	46
2018 Q1	–	Sell	-3,018	Closed	-$574K	–	97
2017 Q4	$574K	Hold	3,018	–	–	0.25%	67
2017 Q3	$548K	Buy	+3,018	New	+$504K	0.2%	94
2017 Q1	–	Sell	-259	Closed	-$38K	–	141
2016 Q4	$38K	Sell	259 -3,867	-94%	-$538K	0.02%	184
2016 Q3	$542K	Buy	+4,126	New	+$550K	0.3%	85

Other funds holding DD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IBEX Wealth Advisors's DD Position: Q2 2026 in Review

IBEX Wealth Advisors increased its DuPont de Nemours (DD) stake by 0.28% in Q2 2026, buying an estimated $852 and bringing the position to 2,118 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #186.

IBEX Wealth Advisors first reported a position in DD in Q3 2016 and has held it in 9 quarters since. The position peaked at $2.53M in Q1 2019. 1,124 funds tracked by Wall St. Rank hold DD as of Q2 2026.

IBEX Wealth Advisors held 2,118 shares of DuPont de Nemours worth $287K as of Q2 2026.
IBEX Wealth Advisors bought 6 DuPont de Nemours shares in Q2 2026, an estimated $852.
DuPont de Nemours made up 0.02% of IBEX Wealth Advisors's portfolio in Q2 2026, its #186 holding.
IBEX Wealth Advisors first reported a position in DuPont de Nemours in Q3 2016 and has held it in 9 quarters since.
IBEX Wealth Advisors's DuPont de Nemours position peaked at $2.53M in Q1 2019.
1,124 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.