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Legacy Financial Advisors’s DuPont de Nemours DD Stock Holding History

Legacy Financial 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
2025
Q2 		– Sell
-2,308
Closed -$216K – 356
2025
Q1 		$216K Sell
2,308
-359
-13% -$35K 0.04% 336
2024
Q4 		$255K Buy
2,667
+132
+5% +$13.7K 0.04% 296
2024
Q3 		$284K Sell
2,535
-93
-4% -$9.47K 0.05% 284
2024
Q2 		$266K Buy
2,628
+64
+2% +$6.27K 0.05% 278
2024
Q1 		$247K Sell
2,564
-102
-4% -$9.07K 0.04% 278
2023
Q4 		$258K Buy
2,666
+40
+2% +$3.64K 0.05% 252
2023
Q3 		$246K Buy
2,626
+175
+7% +$16.4K 0.05% 227
2023
Q2 		$220K Sell
2,451
-40
-2% -$3.44K 0.04% 233
2023
Q1 		$224K Buy
2,491
+32
+1% +$2.92K 0.05% 227
2022
Q4 		$212K Buy
+2,459
New +$196K 0.05% 226
2022
Q2 		– Sell
-2,431
Closed -$224K – 230
2022
Q1 		$224K Buy
2,431
+145
+6% +$14.1K 0.05% 216
2021
Q4 		$232K Buy
+2,286
New +$218K 0.05% 180
2021
Q1 		– Sell
-3,023
Closed -$270K – 160
2020
Q4 		$270K Sell
3,023
-940
-24% -$73.8K 0.08% 110
2020
Q3 		$276K Sell
3,963
-4,901
-55% -$343K 0.08% 90
2020
Q2 		$591K Sell
8,864
-3,554
-29% -$208K 0.21% 31
2020
Q1 		$733K Buy
12,418
+4,380
+54% +$268K 0.27% 32
2019
Q4 		$648K Sell
8,038
-124
-2% -$10.3K 0.2% 52
2019
Q3 		$731K Buy
8,162
+4,171
+105% +$367K 0.24% 46
2019
Q2 		$376K Buy
3,991
+343
+9% +$41K 0.13% 78
2019
Q1 		$492K Sell
3,648
-287
-7% -$39.8K 0.17% 59
2018
Q4 		$533K Buy
3,935
+2,984
+314% +$429K 0.21% 49
2018
Q3 		$154K Hold
951
– – 0.06% 126
2018
Q2 		$160K Buy
951
+36
+4% +$6.03K 0.06% 118
2018
Q1 		$152K Sell
915
-17
-2% -$3.08K 0.06% 134
2017
Q4 		$168K Buy
+932
New +$168K 0.07% 129

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Legacy Financial Advisors's DD Position: Q2 2025 in Review

Legacy Financial Advisors sold out of DuPont de Nemours (DD) in Q2 2025, closing a stake of 2,308 shares — an estimated $216K sold.

Legacy Financial Advisors first reported a position in DD in Q4 2017 and held it in 25 quarters. The position peaked at $733K in Q1 2020. 1,326 funds tracked by Wall St. Rank hold DD as of Q2 2025.

  • Legacy Financial Advisors reported no remaining DuPont de Nemours position as of Q2 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 2,308 DuPont de Nemours shares in Q2 2025, an estimated $216K.
  • Legacy Financial Advisors first reported a position in DuPont de Nemours in Q4 2017 and held it in 25 quarters.
  • Legacy Financial Advisors's DuPont de Nemours position peaked at $733K in Q1 2020.
  • 1,326 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2025.

Based on Legacy Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.