UFPG
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United Financial Planning Group’s DuPont de Nemours DD Stock Holding History

United Financial Planning Group’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 		$2.98K Hold
22
– – ﹤0.01% 430
2026
Q1 		$3.02K Hold
22
– – ﹤0.01% 398
2025
Q4 		$2.65K Buy
+22
New +$2.48K ﹤0.01% 318

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Vanguard Portfolio Management
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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

United Financial Planning Group's DD Position: Q2 2026 in Review

United Financial Planning Group held its DuPont de Nemours (DD) position steady in Q2 2026 at 22 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

United Financial Planning Group first reported a position in DD in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.02K in Q1 2026. 1,132 funds tracked by Wall St. Rank hold DD as of Q2 2026.

  • United Financial Planning Group held 22 shares of DuPont de Nemours worth $2.98K as of Q2 2026.
  • United Financial Planning Group left its DuPont de Nemours share count unchanged in Q2 2026.
  • DuPont de Nemours made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #430 holding.
  • United Financial Planning Group first reported a position in DuPont de Nemours in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's DuPont de Nemours position peaked at $3.02K in Q1 2026.
  • 1,132 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.