MWM
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Modern Wealth Management’s DuPont de Nemours DD Stock Holding History

Modern 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
2026
Q2 		$212K Buy
+1,563
New +$222K ﹤0.01% 1015
2026
Q1 		– Sell
-1,708
Closed -$206K – 898
2025
Q4 		$206K Sell
1,708
-2,008
-54% -$226K ﹤0.01% 804
2025
Q3 		$363K Buy
3,716
+59
+2% +$5.56K 0.01% 587
2025
Q2 		$315K Buy
3,657
+619
+20% +$51.5K 0.01% 597
2025
Q1 		$285K Buy
3,038
+217
+8% +$21.2K 0.01% 542
2024
Q4 		$270K Buy
2,821
+878
+45% +$91.3K 0.01% 483
2024
Q3 		$217K Buy
+1,943
New +$198K 0.01% 404

Other funds holding DD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Modern Wealth Management's DD Position: Q2 2026 in Review

Modern Wealth Management opened a new position in DuPont de Nemours (DD) in Q2 2026: 1,563 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1015 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in DD as recently as Q4 2025.

Modern Wealth Management first reported a position in DD in Q3 2024 and has held it in 7 quarters since. The position peaked at $363K in Q3 2025. 1,119 funds tracked by Wall St. Rank hold DD as of Q2 2026.

  • Modern Wealth Management held 1,563 shares of DuPont de Nemours worth $212K as of Q2 2026.
  • DuPont de Nemours was a new Modern Wealth Management position in Q2 2026.
  • DuPont de Nemours made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1015 holding.
  • Modern Wealth Management first reported a position in DuPont de Nemours in Q3 2024 and has held it in 7 quarters since.
  • Modern Wealth Management's DuPont de Nemours position peaked at $363K in Q3 2025.
  • 1,119 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.