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Shelton Wealth Management’s DuPont de Nemours DD Stock Holding History

Shelton Wealth Management’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
Q1 		– Sell
-7,193
Closed -$688K – 141
2024
Q4 		$688K Buy
7,193
+2,387
+50% +$248K 0.36% 88
2024
Q3 		$538K Buy
+4,806
New +$489K 0.29% 95

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shelton Wealth Management's DD Position: Q1 2025 in Review

Shelton Wealth Management sold out of DuPont de Nemours (DD) in Q1 2025, closing a stake of 7,193 shares — an estimated $688K sold.

Shelton Wealth Management first reported a position in DD in Q3 2024 and held it in 2 quarters. The position peaked at $688K in Q4 2024. 1,396 funds tracked by Wall St. Rank hold DD as of Q1 2025.

  • Shelton Wealth Management reported no remaining DuPont de Nemours position as of Q1 2025 after selling out during the quarter.
  • Shelton Wealth Management sold 7,193 DuPont de Nemours shares in Q1 2025, an estimated $688K.
  • Shelton Wealth Management first reported a position in DuPont de Nemours in Q3 2024 and held it in 2 quarters.
  • Shelton Wealth Management's DuPont de Nemours position peaked at $688K in Q4 2024.
  • 1,396 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2025.

Based on Shelton Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.