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

Rooted 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
-2,059
Closed -$206K – 139
2025
Q3 		$206K Buy
+2,059
New +$194K 0.06% 124
2024
Q4 		– Sell
-2,055
Closed -$222K – 94
2024
Q3 		$222K Buy
+2,055
New +$209K 0.1% 92

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

Rooted Wealth Advisors's DD Position: Q4 2025 in Review

Rooted Wealth Advisors sold out of DuPont de Nemours (DD) in Q4 2025, closing a stake of 2,059 shares — an estimated $206K sold.

Rooted Wealth Advisors first reported a position in DD in Q3 2024 and held it in 2 quarters. The position peaked at $222K in Q3 2024. 1,221 funds tracked by Wall St. Rank hold DD as of Q4 2025.

  • Rooted Wealth Advisors reported no remaining DuPont de Nemours position as of Q4 2025 after selling out during the quarter.
  • Rooted Wealth Advisors sold 2,059 DuPont de Nemours shares in Q4 2025, an estimated $206K.
  • Rooted Wealth Advisors first reported a position in DuPont de Nemours in Q3 2024 and held it in 2 quarters.
  • Rooted Wealth Advisors's DuPont de Nemours position peaked at $222K in Q3 2024.
  • 1,221 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2025.

Based on Rooted Wealth Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.