Optimum Investment Advisors’s DuPont de Nemours DD Stock Holding History

Optimum 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
2025 Q3	$41.2K	Hold	421	–	–	0.02%	377
2025 Q2	$36.3K	Hold	421	–	–	0.02%	382
2025 Q1	$39.5K	Hold	421	–	–	0.02%	367
2024 Q4	$40.3K	Hold	421	–	–	0.02%	366
2024 Q3	$47.1K	Sell	421 -119	-22%	-$12.1K	0.02%	360
2024 Q2	$54.6K	Hold	540	–	–	0.02%	349
2024 Q1	$52K	Hold	540	–	–	0.02%	362
2023 Q4	$52.2K	Sell	540 -1	-0.2%	-$91	0.03%	347
2023 Q3	$50.6K	Buy	541 +1	+0.2%	+$94	0.03%	362
2023 Q2	$48.4K	Hold	540	–	–	0.02%	375
2023 Q1	$48.7K	Sell	540 -13	-2%	-$1.19K	0.03%	369
2022 Q4	$47.6K	Sell	553 -21	-4%	-$1.68K	0.03%	385
2022 Q3	$36K	Buy	574 +13	+2%	+$928	0.02%	429
2022 Q2	$39K	Hold	561	–	–	0.02%	435
2022 Q1	$52K	Hold	561	–	–	0.02%	421
2021 Q4	$57K	Hold	561	–	–	0.02%	440
2021 Q3	$48K	Sell	561 -368	-40%	-$34.1K	0.02%	458
2021 Q2	$90K	Sell	929 -135	-13%	-$13.6K	0.03%	404
2021 Q1	$103K	Sell	1,064 -342	-24%	-$32.8K	0.03%	366
2020 Q4	$126K	Sell	1,406 -98	-7%	-$7.7K	0.04%	317
2020 Q3	$105K	Hold	1,504	–	–	0.04%	329
2020 Q2	$100K	Sell	1,504 -198	-12%	-$11.6K	0.03%	324
2020 Q1	$73K	Sell	1,702 -506	-23%	-$31K	0.03%	350
2019 Q4	$178K	Sell	2,208 -1,219	-36%	-$101K	0.05%	298
2019 Q3	$307K	Sell	3,427 -441	-11%	-$38.8K	0.1%	209
2019 Q2	$364K	Sell	3,868 -4,286	-53%	-$512K	0.12%	181
2019 Q1	$1.1M	Sell	8,154 -159	-2%	-$22.1K	0.36%	70
2018 Q4	$1.13M	Sell	8,313 -499	-6%	-$71.7K	0.39%	62
2018 Q3	$1.44M	Sell	8,812 -65	-0.7%	-$11.2K	0.4%	63
2018 Q2	$1.48M	Buy	8,877 +60	+0.7%	+$10K	0.43%	56
2018 Q1	$1.42M	Buy	8,817 +130	+1%	+$23.5K	0.42%	57
2017 Q4	$1.57M	Buy	8,687 +1,610	+23%	+$290K	0.5%	52
2017 Q3	$1.24M	Buy	7,077 +5,291	+296%	+$883K	0.42%	65
2017 Q2	$285K	Buy	1,786 +119	+7%	+$18.9K	0.1%	225
2017 Q1	$268K	Buy	1,667 +1	+0.1%	+$155	0.1%	232
2016 Q4	$241K	Hold	1,666	–	–	0.09%	240
2016 Q3	$219K	Buy	+1,666	New	+$222K	0.08%	257
2016 Q1	–	Sell	-1,583	Closed	-$206K	–	274
2015 Q4	$206K	Buy	+1,583	New	+$203K	0.08%	258
2015 Q1	$204K	Buy	1,676 +135	+9%	+$16K	0.06%	280
2014 Q4	$178K	Sell	1,541 -40	-3%	-$4.87K	0.06%	284
2014 Q3	$210K	Hold	1,581	–	–	0.07%	246
2014 Q2	$206K	Buy	1,581 +33	+2%	+$4.21K	0.07%	253
2014 Q1	$190K	Hold	1,548	–	–	0.07%	229
2013 Q4	$174K	Sell	1,548 -79	-5%	-$8.1K	0.07%	238
2013 Q3	$158K	Buy	+1,627	New	+$152K	0.06%	231

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optimum Investment Advisors's DD Position: Q3 2025 in Review

Optimum Investment Advisors held its DuPont de Nemours (DD) position steady in Q3 2025 at 421 shares worth $41.2K. The position accounts for 0.02% of the portfolio, ranked #377.

Optimum Investment Advisors first reported a position in DD in Q3 2013 and has held it in 45 quarters since. The position peaked at $1.57M in Q4 2017. 1,359 funds tracked by Wall St. Rank hold DD as of Q3 2025.

Optimum Investment Advisors held 421 shares of DuPont de Nemours worth $41.2K as of Q3 2025.
Optimum Investment Advisors left its DuPont de Nemours share count unchanged in Q3 2025.
DuPont de Nemours made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #377 holding.
Optimum Investment Advisors first reported a position in DuPont de Nemours in Q3 2013 and has held it in 45 quarters since.
Optimum Investment Advisors's DuPont de Nemours position peaked at $1.57M in Q4 2017.
1,359 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.