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Root Financial Partners’s DuPont de Nemours DD Stock Holding History

Root Financial Partners’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 		$106K Buy
769
+332
+76% +$45.8K ﹤0.01% 541
2025
Q4 		$52.7K Sell
437
-830
-66% -$93.4K ﹤0.01% 688
2025
Q3 		$124K Buy
+1,267
New +$119K 0.01% 378

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VPM
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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

Root Financial Partners's DD Position: Q1 2026 in Review

Root Financial Partners increased its DuPont de Nemours (DD) stake by 76% in Q1 2026, buying an estimated $45.8K and bringing the position to 769 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Root Financial Partners first reported a position in DD in Q3 2025 and has held it in 3 quarters since. The position peaked at $124K in Q3 2025. 1,227 funds tracked by Wall St. Rank hold DD as of Q1 2026.

  • Root Financial Partners held 769 shares of DuPont de Nemours worth $106K as of Q1 2026.
  • Root Financial Partners bought 332 DuPont de Nemours shares in Q1 2026, an estimated $45.8K.
  • DuPont de Nemours made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #541 holding.
  • Root Financial Partners first reported a position in DuPont de Nemours in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's DuPont de Nemours position peaked at $124K in Q3 2025.
  • 1,227 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.