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
Q2 		$87.4K Sell
644
-12
-2% -$1.7K 0.01% 432
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SHP Wealth Management's DD Position: Q2 2026 in Review

SHP Wealth Management reduced its DuPont de Nemours (DD) stake by 1.8% in Q2 2026, selling an estimated $1.7K and leaving 644 shares worth $87.4K. The position accounts for 0.01% of the portfolio, ranked #432.

SHP Wealth Management first reported a position in DD in Q4 2025 and has held it in 3 quarters since. The position peaked at $90.1K in Q1 2026. 1,132 funds tracked by Wall St. Rank hold DD as of Q2 2026.

  • SHP Wealth Management held 644 shares of DuPont de Nemours worth $87.4K as of Q2 2026.
  • SHP Wealth Management sold 12 DuPont de Nemours shares in Q2 2026, an estimated $1.7K.
  • DuPont de Nemours made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #432 holding.
  • SHP Wealth Management first reported a position in DuPont de Nemours in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's DuPont de Nemours position peaked at $90.1K in Q1 2026.
  • 1,132 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.