Mark Sheptoff Financial Planning’s DuPont de Nemours DD Stock Holding History

Mark Sheptoff Financial Planning’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	–	Sell	-154	Closed	-$39.3K	–	525
2025 Q4	$39.3K	Sell	154 -215	-58%	-$24.2K	0.02%	210
2025 Q3	$39.3K	Hold	369	–	–	0.02%	209
2025 Q2	$39.3K	Hold	369	–	–	0.02%	203
2025 Q1	$39.3K	Hold	369	–	–	0.02%	183
2024 Q4	$39.3K	Sell	369 -29	-7%	-$3.02K	0.02%	194
2024 Q3	$44.5K	Hold	398	–	–	0.02%	177
2024 Q2	$40.2K	Hold	398	–	–	0.02%	193
2024 Q1	$38.3K	Hold	398	–	–	0.02%	188
2023 Q4	$38.4K	Hold	398	–	–	0.02%	182
2023 Q3	$37.2K	Hold	398	–	–	0.02%	167
2023 Q2	$35.7K	Hold	398	–	–	0.02%	185
2023 Q1	$35.8K	Hold	398	–	–	0.02%	172
2022 Q4	$34.3K	Sell	398 -16	-4%	-$1.28K	0.02%	170
2022 Q3	$26K	Hold	414	–	–	0.02%	181
2022 Q2	$29K	Hold	414	–	–	0.02%	186
2022 Q1	$38K	Buy	414 +28	+7%	+$2.73K	0.02%	192
2021 Q4	$39K	Buy	386 +17	+5%	+$1.62K	0.02%	196
2021 Q3	$15K	Hold	369	–	–	0.01%	269
2021 Q2	$15K	Hold	369	–	–	0.01%	295
2021 Q1	$15K	Hold	369	–	–	0.01%	257
2020 Q4	$15K	Hold	369	–	–	0.01%	241
2020 Q3	$15K	Hold	369	–	–	0.01%	207
2020 Q2	$15K	Sell	369 -1	-0.3%	-$58	0.01%	219
2020 Q1	$15K	Sell	370 -1,349	-78%	-$82.5K	0.01%	196
2019 Q4	$139K	Sell	1,719 -77	-4%	-$6.39K	0.09%	105
2019 Q3	$161K	Sell	1,796 -948	-35%	-$83.5K	0.11%	99
2019 Q2	$259K	Sell	2,744 -1,332	-33%	-$159K	0.18%	86
2019 Q1	$550K	Buy	4,076 +203	+5%	+$28.2K	0.4%	52
2018 Q4	$524K	Buy	3,873 +7	+0.2%	+$1K	0.44%	45
2018 Q3	$630K	Buy	3,866 +5	+0.1%	+$860	0.43%	48
2018 Q2	$645K	Sell	3,861 -192	-5%	-$32.1K	0.48%	50
2018 Q1	$654K	Sell	4,053 -46	-1%	-$8.32K	0.45%	54
2017 Q4	$739K	Buy	4,099 +202	+5%	+$36.4K	0.48%	55
2017 Q3	$683K	Buy	3,897 +1,910	+96%	+$319K	0.46%	56
2017 Q2	$317K	Buy	1,987 +6	+0.3%	+$953	0.22%	88
2017 Q1	$319K	Buy	1,981 +7	+0.4%	+$1.09K	0.23%	81
2016 Q4	$286K	Buy	1,974 +7	+0.4%	+$975	0.21%	84
2016 Q3	$258K	Buy	1,967 +807	+70%	+$108K	0.19%	84
2016 Q2	$146K	Buy	1,160 +7	+0.6%	+$921	0.11%	107
2016 Q1	$148K	Buy	1,153 +9	+0.8%	+$1.08K	0.12%	103
2015 Q4	$149K	Sell	1,144 -71	-6%	-$9.11K	0.12%	107
2015 Q3	$131K	Sell	1,215 -1,632	-57%	-$189K	0.11%	116
2015 Q2	$369K	Buy	2,847 +7	+0.2%	+$907	0.3%	75
2015 Q1	$345K	Buy	2,840 +8	+0.3%	+$949	0.29%	75
2014 Q4	$327K	Buy	2,832 +6	+0.2%	+$731	0.29%	77
2014 Q3	$375K	Buy	2,826 +6	+0.2%	+$800	0.33%	74
2014 Q2	$368K	Buy	2,820 +6	+0.2%	+$765	0.31%	77
2014 Q1	$346K	Buy	+2,814	New	+$332K	0.31%	76

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

Mark Sheptoff Financial Planning's DD Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of DuPont de Nemours (DD) in Q1 2026, closing a stake of 154 shares — an estimated $39.3K sold.

Mark Sheptoff Financial Planning first reported a position in DD in Q1 2014 and held it in 48 quarters. The position peaked at $739K in Q4 2017. 1,226 funds tracked by Wall St. Rank hold DD as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining DuPont de Nemours position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 154 DuPont de Nemours shares in Q1 2026, an estimated $39.3K.
Mark Sheptoff Financial Planning first reported a position in DuPont de Nemours in Q1 2014 and held it in 48 quarters.
Mark Sheptoff Financial Planning's DuPont de Nemours position peaked at $739K in Q4 2017.
1,226 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.