Institute for Wealth Management’s DuPont de Nemours DD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $403K | Sell |
2,968
-90
| -3% | -$12.8K | 0.04% | 372 |
|
|
2026
Q1 | $420K | Buy |
3,058
+26
| +0.9% | +$3.59K | 0.04% | 353 |
|
|
2025
Q4 | $366K | Sell |
3,032
-4,293
| -59% | -$483K | 0.04% | 387 |
|
|
2025
Q3 | $716K | Sell |
7,325
-319
| -4% | -$30.1K | 0.07% | 256 |
|
|
2025
Q2 | $658K | Sell |
7,644
-278
| -4% | -$23.1K | 0.07% | 259 |
|
|
2025
Q1 | $743K | Sell |
7,922
-51
| -0.6% | -$4.98K | 0.1% | 238 |
|
|
2024
Q4 | $763K | Sell |
7,973
-161
| -2% | -$16.7K | 0.1% | 220 |
|
|
2024
Q3 | $910K | Sell |
8,134
-99
| -1% | -$10.1K | 0.11% | 193 |
|
|
2024
Q2 | $832K | Sell |
8,233
-36
| -0.4% | -$3.52K | 0.11% | 194 |
|
|
2024
Q1 | $796K | Sell |
8,269
-16
| -0.2% | -$1.42K | 0.1% | 206 |
|
|
2023
Q4 | $800K | Sell |
8,285
-110
| -1% | -$10K | 0.13% | 184 |
|
|
2023
Q3 | $786K | Sell |
8,395
-60
| -0.7% | -$5.64K | 0.14% | 176 |
|
|
2023
Q2 | $758K | Sell |
8,455
-230
| -3% | -$19.8K | 0.13% | 193 |
|
|
2023
Q1 | $782K | Sell |
8,685
-235
| -3% | -$21.4K | 0.15% | 174 |
|
|
2022
Q4 | $768K | Sell |
8,920
-861
| -9% | -$68.8K | 0.16% | 174 |
|
|
2022
Q3 | $619K | Sell |
9,781
-4,667
| -32% | -$333K | 0.14% | 194 |
|
|
2022
Q2 | $1.01M | Buy |
14,448
+1,082
| +8% | +$88.6K | 0.2% | 129 |
|
|
2022
Q1 | $1.23M | Buy |
13,366
+4,263
| +47% | +$416K | 0.2% | 126 |
|
|
2021
Q4 | $923K | Sell |
9,103
-113
| -1% | -$10.8K | 0.15% | 171 |
|
|
2021
Q3 | $787K | Buy |
9,216
+173
| +2% | +$16K | 0.14% | 185 |
|
|
2021
Q2 | $879K | Buy |
9,043
+193
| +2% | +$19.4K | 0.15% | 174 |
|
|
2021
Q1 | $859K | Buy |
8,850
+1,498
| +20% | +$144K | 0.16% | 169 |
|
|
2020
Q4 | $656K | Sell |
7,352
-336
| -4% | -$26.4K | 0.13% | 201 |
|
|
2020
Q3 | $535K | Buy |
7,688
+438
| +6% | +$30.7K | 0.12% | 215 |
|
|
2020
Q2 | $483K | Buy |
7,250
+514
| +8% | +$30K | 0.12% | 239 |
|
|
2020
Q1 | $288K | Sell |
6,736
-315
| -4% | -$19.3K | 0.09% | 287 |
|
|
2019
Q4 | $568K | Sell |
7,051
-4,401
| -38% | -$365K | 0.13% | 226 |
|
|
2019
Q3 | $1.02M | Sell |
11,452
-2,343
| -17% | -$206K | 0.26% | 109 |
|
|
2019
Q2 | $1.3M | Sell |
13,795
-8,688
| -39% | -$1.04M | 0.29% | 90 |
|
|
2019
Q1 | $3.04M | Buy |
22,483
+729
| +3% | +$101K | 0.66% | 28 |
|
|
2018
Q4 | $2.95M | Buy |
21,754
+4,582
| +27% | +$658K | 1.21% | 15 |
|
|
2018
Q3 | $2.9M | Sell |
17,172
-69
| -0.4% | -$11.9K | 0.98% | 19 |
|
|
2018
Q2 | $2.88M | Buy |
17,241
+83
| +0.5% | +$13.9K | 0.92% | 19 |
|
|
2018
Q1 | $2.74M | Buy |
17,158
+517
| +3% | +$93.5K | 0.81% | 20 |
|
|
2017
Q4 | $3M | Buy |
16,641
+1,616
| +11% | +$291K | 0.69% | 26 |
|
|
2017
Q3 | $2.64M | Buy |
15,025
+7,440
| +98% | +$1.24M | 0.86% | 27 |
|
|
2017
Q2 | $1.22M | Buy |
+7,585
| New | +$1.21M | 0.34% | 84 |
|
Other funds holding DD
Institute for Wealth Management's DD Position: Q2 2026 in Review
Institute for Wealth Management reduced its DuPont de Nemours (DD) stake by 2.9% in Q2 2026, selling an estimated $12.8K and leaving 2,968 shares worth $403K. The position accounts for 0.04% of the portfolio, ranked #372.
Institute for Wealth Management first reported a position in DD in Q2 2017 and has held it in 37 quarters since. The position peaked at $3.04M in Q1 2019. 1,119 funds tracked by Wall St. Rank hold DD as of Q2 2026.
- Institute for Wealth Management held 2,968 shares of DuPont de Nemours worth $403K as of Q2 2026.
- Institute for Wealth Management sold 90 DuPont de Nemours shares in Q2 2026, an estimated $12.8K.
- DuPont de Nemours made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #372 holding.
- Institute for Wealth Management first reported a position in DuPont de Nemours in Q2 2017 and has held it in 37 quarters since.
- Institute for Wealth Management's DuPont de Nemours position peaked at $3.04M in Q1 2019.
- 1,119 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.