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

SOA 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
2026 Q2	$2.17K	Sell	16 -2	-11%	-$284	﹤0.01%	763
2026 Q1	$2.46K	Hold	18	–	–	﹤0.01%	696
2025 Q4	$2.16K	Sell	18 -45	-71%	-$5.06K	﹤0.01%	710
2025 Q3	$6.19K	Hold	63	–	–	﹤0.01%	653
2025 Q2	$5.44K	Buy	63 +21	+50%	+$1.75K	﹤0.01%	650
2025 Q1	$3.97K	Hold	42	–	–	﹤0.01%	651
2024 Q4	$4.04K	Sell	42 -170	-80%	-$17.7K	﹤0.01%	633
2024 Q3	$23.7K	Hold	212	–	–	﹤0.01%	427
2024 Q2	$21.4K	Hold	212	–	–	﹤0.01%	431
2024 Q1	$20.4K	Buy	212 +1	+0.5%	+$89	﹤0.01%	442
2023 Q4	$20.4K	Hold	211	–	–	﹤0.01%	427
2023 Q3	$19.8K	Hold	211	–	–	﹤0.01%	422
2023 Q2	$18.9K	Hold	211	–	–	﹤0.01%	439
2023 Q1	$19K	Hold	211	–	–	﹤0.01%	432
2022 Q4	$18.2K	Sell	211 -19	-8%	-$1.52K	﹤0.01%	419
2022 Q3	$14K	Buy	230 +19	+9%	+$1.36K	﹤0.01%	453
2022 Q2	$14K	Sell	211 -39	-16%	-$3.19K	﹤0.01%	441
2022 Q1	$23K	Hold	250	–	–	0.01%	438
2021 Q4	$25K	Hold	250	–	–	0.01%	404
2021 Q3	$21K	Buy	250 +33	+15%	+$3.06K	0.01%	448
2021 Q2	$21K	Buy	217 +3	+1%	+$301	0.01%	451
2021 Q1	$20K	Sell	214 -3	-1%	-$288	0.01%	401
2020 Q4	$19K	Buy	+217	New	+$17K	0.01%	410

Other funds holding DD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SOA Wealth Advisors's DD Position: Q2 2026 in Review

SOA Wealth Advisors reduced its DuPont de Nemours (DD) stake by 11% in Q2 2026, selling an estimated $284 and leaving 16 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

SOA Wealth Advisors first reported a position in DD in Q4 2020 and has held it in 23 quarters since. The position peaked at $25K in Q4 2021. 1,119 funds tracked by Wall St. Rank hold DD as of Q2 2026.

SOA Wealth Advisors held 16 shares of DuPont de Nemours worth $2.17K as of Q2 2026.
SOA Wealth Advisors sold 2 DuPont de Nemours shares in Q2 2026, an estimated $284.
DuPont de Nemours made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #763 holding.
SOA Wealth Advisors first reported a position in DuPont de Nemours in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's DuPont de Nemours position peaked at $25K in Q4 2021.
1,119 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.