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Roberts Wealth Advisors’s DuPont de Nemours DD Stock Holding History

Roberts 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
2026
Q2 		$1.88M Buy
13,878
+411
+3% +$58.4K 0.43% 59
2026
Q1 		$1.85M Buy
13,467
+1,631
+14% +$225K 0.47% 55
2025
Q4 		$1.43M Sell
11,836
-18,303
-61% -$2.06M 0.37% 63
2025
Q3 		$2.95M Sell
30,139
-655
-2% -$61.7K 0.78% 42
2025
Q2 		$2.65M Buy
30,794
+382
+1% +$31.8K 0.76% 44
2025
Q1 		$2.85M Buy
30,412
+38
+0.1% +$3.71K 0.88% 42
2024
Q4 		$2.91M Buy
30,374
+399
+1% +$41.5K 0.88% 38
2024
Q3 		$3.18M Buy
29,975
+392
+1% +$39.9K 1.03% 38
2024
Q2 		$2.92M Buy
29,583
+522
+2% +$51.1K 1% 35
2024
Q1 		$2.68M Buy
29,061
+940
+3% +$83.6K 1% 38
2023
Q4 		$8.02M Sell
28,121
-161
-0.6% -$14.6K 1.25% 31
2023
Q3 		$2.67M Sell
28,282
-157
-0.6% -$14.8K 1.18% 31
2023
Q2 		$2.55M Sell
28,439
-277
-1% -$23.8K 1.12% 31
2023
Q1 		$2.53M Buy
28,716
+561
+2% +$51.2K 1.16% 31
2022
Q4 		$2.43M Buy
+28,155
New +$2.25M 1.17% 31
2022
Q3 		– Sell
-27,555
Closed -$1.92M – 82
2022
Q2 		$1.92M Buy
27,555
+973
+4% +$79.6K 0.84% 38
2022
Q1 		$2.49M Buy
26,582
+341
+1% +$33.3K 0.98% 36
2021
Q4 		$2.66M Buy
26,241
+796
+3% +$75.8K 0.96% 37
2021
Q3 		$2.17M Buy
+25,445
New +$2.36M 0.86% 40

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
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

Roberts Wealth Advisors's DD Position: Q2 2026 in Review

Roberts Wealth Advisors increased its DuPont de Nemours (DD) stake by 3.1% in Q2 2026, buying an estimated $58.4K and bringing the position to 13,878 shares worth $1.88M. The position accounts for 0.43% of the portfolio, ranked #59.

Roberts Wealth Advisors first reported a position in DD in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.02M in Q4 2023. 1,123 funds tracked by Wall St. Rank hold DD as of Q2 2026.

  • Roberts Wealth Advisors held 13,878 shares of DuPont de Nemours worth $1.88M as of Q2 2026.
  • Roberts Wealth Advisors bought 411 DuPont de Nemours shares in Q2 2026, an estimated $58.4K.
  • DuPont de Nemours made up 0.43% of Roberts Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Roberts Wealth Advisors first reported a position in DuPont de Nemours in Q3 2021 and has held it in 19 quarters since.
  • Roberts Wealth Advisors's DuPont de Nemours position peaked at $8.02M in Q4 2023.
  • 1,123 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.