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Moneta Group Investment Advisors’s DuPont de Nemours DD Stock Holding History

Moneta Group Investment 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
2026
Q1 		$598K Sell
4,350
-274
-6% -$37.8K ﹤0.01% 464
2025
Q4 		$558K Sell
4,624
-16,057
-78% -$1.81M ﹤0.01% 468
2025
Q3 		$846K Buy
20,681
+12,247
+145% +$1.15M 0.01% 380
2025
Q2 		$726K Buy
8,434
+607
+8% +$50.5K 0.01% 357
2025
Q1 		$734K Sell
7,827
-3,817
-33% -$372K 0.01% 333
2024
Q4 		$1.11M Buy
11,644
+1,522
+15% +$158K 0.02% 271
2024
Q3 		$1.13M Buy
10,122
+4,791
+90% +$488K 0.02% 264
2024
Q2 		$539K Sell
5,331
-720
-12% -$70.5K 0.01% 376
2024
Q1 		$582K Buy
6,051
+1,001
+20% +$89.1K 0.01% 347
2023
Q4 		$488K Buy
5,050
+460
+10% +$41.8K 0.01% 346
2023
Q3 		$430K Sell
4,590
-79
-2% -$7.42K 0.01% 349
2023
Q2 		$419K Sell
4,669
-3,934
-46% -$338K 0.01% 361
2023
Q1 		$775K Buy
8,603
+628
+8% +$57.3K 0.02% 250
2022
Q4 		$740K Sell
7,975
-340
-4% -$27.2K 0.02% 242
2022
Q3 		$526K Sell
8,315
-701
-8% -$50K 0.02% 267
2022
Q2 		$629K Buy
9,016
+398
+5% +$32.6K 0.02% 270
2022
Q1 		$796K Buy
8,618
+3,943
+84% +$385K 0.03% 234
2021
Q4 		$474K Buy
4,675
+175
+4% +$16.7K 0.02% 300
2021
Q3 		$384K Buy
4,500
+157
+4% +$14.5K 0.02% 323
2021
Q2 		$422K Buy
4,343
+395
+10% +$39.7K 0.02% 306
2021
Q1 		$383K Buy
+3,948
New +$378K 0.02% 292
2019
Q3 		– Sell
-1,072
Closed -$101K – 282
2019
Q2 		$101K Sell
1,072
-3,192
-75% -$381K 0.01% 224
2019
Q1 		$387K Buy
4,264
+801
+23% +$111K 0.04% 159
2018
Q4 		$469K Sell
3,463
-2,754
-44% -$395K 0.06% 143
2018
Q3 		$1.01M Sell
6,217
-7,065
-53% -$1.22M 0.1% 105
2018
Q2 		$2.22M Buy
13,282
+3,267
+33% +$547K 0.25% 62
2018
Q1 		$1.62M Sell
10,015
-1,317
-12% -$238K 0.22% 61
2017
Q4 		$2.04M Sell
11,332
-669
-6% -$120K 0.31% 46
2017
Q3 		$2.1M Sell
12,001
-6,596
-35% -$1.1M 0.33% 43
2017
Q2 		$2.97M Buy
18,597
+13,126
+240% +$2.09M 0.48% 33
2017
Q1 		$880K Buy
5,471
+124
+2% +$19.3K 0.17% 55
2016
Q4 		$775K Buy
5,347
+300
+6% +$41.8K 0.16% 65
2016
Q3 		$662K Sell
5,047
-10,430
-67% -$1.39M 0.15% 61
2016
Q2 		$1.95M Buy
15,477
+2,020
+15% +$266K 0.43% 39
2016
Q1 		$1.73M Buy
13,457
+9,356
+228% +$1.12M 0.39% 43
2015
Q4 		$535K Sell
4,101
-2,768
-40% -$355K 0.13% 70
2015
Q3 		$738K Buy
6,869
+444
+7% +$51.5K 0.21% 52
2015
Q2 		$833K Sell
6,425
-5,365
-46% -$695K 0.25% 48
2015
Q1 		$1.43M Buy
11,790
+6,283
+114% +$746K 0.61% 22
2014
Q4 		$636K Sell
5,507
-650
-11% -$79.2K 0.31% 56
2014
Q3 		$818K Buy
6,157
+419
+7% +$55.9K 0.43% 37
2014
Q2 		$748K Buy
5,738
+2,790
+95% +$356K 0.4% 40
2014
Q1 		$363K Buy
+2,948
New +$347K 0.21% 79

Other funds holding DD

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moneta Group Investment Advisors's DD Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its DuPont de Nemours (DD) stake by 5.9% in Q1 2026, selling an estimated $37.8K and leaving 4,350 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Moneta Group Investment Advisors first reported a position in DD in Q1 2014 and has held it in 43 quarters since. The position peaked at $2.97M in Q2 2017. 1,227 funds tracked by Wall St. Rank hold DD as of Q1 2026.

  • Moneta Group Investment Advisors held 4,350 shares of DuPont de Nemours worth $598K as of Q1 2026.
  • Moneta Group Investment Advisors sold 274 DuPont de Nemours shares in Q1 2026, an estimated $37.8K.
  • DuPont de Nemours made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #464 holding.
  • Moneta Group Investment Advisors first reported a position in DuPont de Nemours in Q1 2014 and has held it in 43 quarters since.
  • Moneta Group Investment Advisors's DuPont de Nemours position peaked at $2.97M in Q2 2017.
  • 1,227 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.