Jeppson Wealth Management’s DuPont de Nemours DD Stock Holding History

Jeppson Wealth Management’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	-3,685	Closed	-$360K	–	229
2025 Q3	$360K	Sell	3,685 -137	-4%	-$12.9K	0.11%	157
2025 Q2	$329K	Buy	3,822 +509	+15%	+$42.3K	0.11%	158
2025 Q1	$311K	Buy	3,313 +298	+10%	+$29.1K	0.11%	154
2024 Q4	$289K	Hold	3,015	–	–	0.1%	156
2024 Q3	$337K	Hold	3,015	–	–	0.12%	151
2024 Q2	$305K	Hold	3,015	–	–	0.12%	154
2024 Q1	$290K	Buy	3,015 +20	+0.7%	+$1.78K	0.11%	159
2023 Q4	$289K	Hold	2,995	–	–	0.12%	156
2023 Q3	$280K	Sell	2,995 -117	-4%	-$11K	0.13%	147
2023 Q2	$279K	Sell	3,112 -76	-2%	-$6.54K	0.12%	153
2023 Q1	$287K	Hold	3,188	–	–	0.13%	148
2022 Q4	$275K	Sell	3,188 -473	-13%	-$37.8K	0.12%	154
2022 Q3	$232K	Buy	3,661 +582	+19%	+$41.5K	0.11%	168
2022 Q2	$215K	Buy	+3,079	New	+$252K	0.09%	173
2020 Q4	–	Sell	-491	Closed	-$34K	–	201
2020 Q3	$34K	Buy	+491	New	+$34.4K	0.03%	260

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Jeppson Wealth Management's DD Position: Q4 2025 in Review

Jeppson Wealth Management sold out of DuPont de Nemours (DD) in Q4 2025, closing a stake of 3,685 shares — an estimated $360K sold.

Jeppson Wealth Management first reported a position in DD in Q3 2020 and held it in 15 quarters. The position peaked at $360K in Q3 2025. 1,219 funds tracked by Wall St. Rank hold DD as of Q4 2025.

Jeppson Wealth Management reported no remaining DuPont de Nemours position as of Q4 2025 after selling out during the quarter.
Jeppson Wealth Management sold 3,685 DuPont de Nemours shares in Q4 2025, an estimated $360K.
Jeppson Wealth Management first reported a position in DuPont de Nemours in Q3 2020 and held it in 15 quarters.
Jeppson Wealth Management's DuPont de Nemours position peaked at $360K in Q3 2025.
1,219 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2025.

Based on Jeppson Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.