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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
Q2 		– Sell
-769
Closed -$106K – 1093
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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Root Financial Partners's DD Position: Q2 2026 in Review

Root Financial Partners sold out of DuPont de Nemours (DD) in Q2 2026, closing a stake of 769 shares — an estimated $106K sold.

Root Financial Partners first reported a position in DD in Q3 2025 and held it in 3 quarters. The position peaked at $124K in Q3 2025. 1,124 funds tracked by Wall St. Rank hold DD as of Q2 2026.

  • Root Financial Partners reported no remaining DuPont de Nemours position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 769 DuPont de Nemours shares in Q2 2026, an estimated $106K.
  • Root Financial Partners first reported a position in DuPont de Nemours in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's DuPont de Nemours position peaked at $124K in Q3 2025.
  • 1,124 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.