MSWA
DD icon

Marshall & Sterling Wealth Advisors’s DuPont de Nemours DD Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-83
Closed -$8.1K – 413
2025
Q3 		$8.1K Hold
83
– – 0.01% 392
2025
Q2 		$7.13K Hold
83
– – ﹤0.01% 408
2025
Q1 		$7.77K Buy
+83
New +$8.1K 0.01% 373

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's DD Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of DuPont de Nemours (DD) in Q4 2025, closing a stake of 83 shares — an estimated $8.1K sold.

Marshall & Sterling Wealth Advisors first reported a position in DD in Q1 2025 and held it in 3 quarters. The position peaked at $8.1K in Q3 2025. 1,222 funds tracked by Wall St. Rank hold DD as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining DuPont de Nemours position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 83 DuPont de Nemours shares in Q4 2025, an estimated $8.1K.
  • Marshall & Sterling Wealth Advisors first reported a position in DuPont de Nemours in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's DuPont de Nemours position peaked at $8.1K in Q3 2025.
  • 1,222 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.