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PlanVest Financial’s DuPont de Nemours DD Stock Holding History

PlanVest Financial’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 		$4.75K Sell
35
-1
-3% -$142 ﹤0.01% 465
2026
Q1 		$5.02K Buy
+36
New +$4.97K ﹤0.01% 428

Other funds holding DD

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Vanguard Capital Management
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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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PlanVest Financial's DD Position: Q2 2026 in Review

PlanVest Financial reduced its DuPont de Nemours (DD) stake by 2.8% in Q2 2026, selling an estimated $142 and leaving 35 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

PlanVest Financial first reported a position in DD in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.02K in Q1 2026. 1,092 funds tracked by Wall St. Rank hold DD as of Q2 2026.

  • PlanVest Financial held 35 shares of DuPont de Nemours worth $4.75K as of Q2 2026.
  • PlanVest Financial sold 1 DuPont de Nemours share in Q2 2026, an estimated $142.
  • DuPont de Nemours made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #465 holding.
  • PlanVest Financial first reported a position in DuPont de Nemours in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's DuPont de Nemours position peaked at $5.02K in Q1 2026.
  • 1,092 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.