SWM
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SHP Wealth Management’s DuPont de Nemours DD Stock Holding History

SHP 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
2026
Q1 		$90.1K Buy
656
+21
+3% +$2.9K 0.01% 400
2025
Q4 		$76.5K Buy
+635
New +$71.4K 0.01% 397

Other funds holding DD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SHP Wealth Management's DD Position: Q1 2026 in Review

SHP Wealth Management increased its DuPont de Nemours (DD) stake by 3.3% in Q1 2026, buying an estimated $2.9K and bringing the position to 656 shares worth $90.1K. The position accounts for 0.01% of the portfolio, ranked #400.

SHP Wealth Management first reported a position in DD in Q4 2025 and has held it in 2 quarters since. 1,229 funds tracked by Wall St. Rank hold DD as of Q1 2026.

  • SHP Wealth Management held 656 shares of DuPont de Nemours worth $90.1K as of Q1 2026.
  • SHP Wealth Management bought 21 DuPont de Nemours shares in Q1 2026, an estimated $2.9K.
  • DuPont de Nemours made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #400 holding.
  • SHP Wealth Management first reported a position in DuPont de Nemours in Q4 2025 and has held it in 2 quarters since.
  • 1,229 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.