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Regent Peak Wealth Advisors’s DuPont de Nemours DD Stock Holding History

Regent Peak 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
-2,353
Closed -$230K – 199
2025
Q3 		$230K Buy
+2,353
New +$222K 0.05% 170
2024
Q4 		– Sell
-1,945
Closed -$218K – 184
2024
Q3 		$218K Buy
+1,945
New +$198K 0.05% 161
2021
Q1 		– Sell
-1,825
Closed -$163K – 343
2020
Q4 		$163K Buy
+1,825
New +$143K 0.05% 160

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 $3.37T AUM 44.26% 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

Regent Peak Wealth Advisors's DD Position: Q4 2025 in Review

Regent Peak Wealth Advisors sold out of DuPont de Nemours (DD) in Q4 2025, closing a stake of 2,353 shares — an estimated $230K sold.

Regent Peak Wealth Advisors first reported a position in DD in Q4 2020 and held it in 3 quarters. The position peaked at $230K in Q3 2025. 1,221 funds tracked by Wall St. Rank hold DD as of Q4 2025.

  • Regent Peak Wealth Advisors reported no remaining DuPont de Nemours position as of Q4 2025 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 2,353 DuPont de Nemours shares in Q4 2025, an estimated $230K.
  • Regent Peak Wealth Advisors first reported a position in DuPont de Nemours in Q4 2020 and held it in 3 quarters.
  • Regent Peak Wealth Advisors's DuPont de Nemours position peaked at $230K in Q3 2025.
  • 1,221 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.