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Spartan Planning & Wealth Management’s DuPont de Nemours DD Stock Holding History

Spartan Planning & 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
Q4 		– Sell
-3,242
Closed -$317K – 84
2025
Q3 		$317K Hold
3,242
– – 0.25% 59
2025
Q2 		$279K Buy
+3,242
New +$269K 0.24% 70
2022
Q2 		– Sell
-118
Closed -$11K – 108
2022
Q1 		$11K Buy
+118
New +$11.5K 0.01% 110

Other funds holding DD

Vanguard Group
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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spartan Planning & Wealth Management's DD Position: Q4 2025 in Review

Spartan Planning & Wealth Management sold out of DuPont de Nemours (DD) in Q4 2025, closing a stake of 3,242 shares — an estimated $317K sold.

Spartan Planning & Wealth Management first reported a position in DD in Q1 2022 and held it in 3 quarters. The position peaked at $317K in Q3 2025. 1,219 funds tracked by Wall St. Rank hold DD as of Q4 2025.

  • Spartan Planning & Wealth Management reported no remaining DuPont de Nemours position as of Q4 2025 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 3,242 DuPont de Nemours shares in Q4 2025, an estimated $317K.
  • Spartan Planning & Wealth Management first reported a position in DuPont de Nemours in Q1 2022 and held it in 3 quarters.
  • Spartan Planning & Wealth Management's DuPont de Nemours position peaked at $317K in Q3 2025.
  • 1,219 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2025.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.