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SIMA Wealth Partners’s DuPont de Nemours DD Stock Holding History

SIMA Wealth 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
2025
Q2 		– Sell
-95
Closed -$8.88K – 162
2025
Q1 		$8.88K Sell
95
-134
-59% -$13.1K 0.01% 149
2024
Q4 		$21.9K Buy
229
+94
+70% +$9.78K 0.02% 113
2024
Q3 		$15.1K Hold
135
– – 0.01% 119
2024
Q2 		$13.6K Buy
+135
New +$13.2K 0.01% 121

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SIMA Wealth Partners's DD Position: Q2 2025 in Review

SIMA Wealth Partners sold out of DuPont de Nemours (DD) in Q2 2025, closing a stake of 95 shares — an estimated $8.88K sold.

SIMA Wealth Partners first reported a position in DD in Q2 2024 and held it in 4 quarters. The position peaked at $21.9K in Q4 2024. 1,326 funds tracked by Wall St. Rank hold DD as of Q2 2025.

  • SIMA Wealth Partners reported no remaining DuPont de Nemours position as of Q2 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 95 DuPont de Nemours shares in Q2 2025, an estimated $8.88K.
  • SIMA Wealth Partners first reported a position in DuPont de Nemours in Q2 2024 and held it in 4 quarters.
  • SIMA Wealth Partners's DuPont de Nemours position peaked at $21.9K in Q4 2024.
  • 1,326 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2025.

Based on SIMA Wealth Partners's 13F filing for Q2 2025, filed 15 Jun 2026.