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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IBEX Wealth Advisors's DD Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in DuPont de Nemours (DD) in Q1 2026: 2,112 shares worth $290K. The stake represents 0.03% of the portfolio and ranks #189 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in DD as recently as Q2 2024.

IBEX Wealth Advisors first reported a position in DD in Q3 2016 and has held it in 8 quarters since. The position peaked at $2.53M in Q1 2019. 1,226 funds tracked by Wall St. Rank hold DD as of Q1 2026.

IBEX Wealth Advisors held 2,112 shares of DuPont de Nemours worth $290K as of Q1 2026.
DuPont de Nemours was a new IBEX Wealth Advisors position in Q1 2026.
DuPont de Nemours made up 0.03% of IBEX Wealth Advisors's portfolio in Q1 2026, its #189 holding.
IBEX Wealth Advisors first reported a position in DuPont de Nemours in Q3 2016 and has held it in 8 quarters since.
IBEX Wealth Advisors's DuPont de Nemours position peaked at $2.53M in Q1 2019.
1,226 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.