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Venturi Wealth Management’s DuPont de Nemours DD Stock Holding History

Venturi 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 		– Sell
-1,570
Closed -$216K – 648
2026
Q1 		$216K Buy
+1,570
New +$217K 0.01% 555
2025
Q4 		– Sell
-2,043
Closed -$200K – 602
2025
Q3 		$200K Buy
+2,043
New +$193K 0.01% 554
2025
Q1 		– Sell
-1,281
Closed -$123K – 875
2024
Q4 		$123K Buy
1,281
+436
+52% +$45.4K 0.01% 692
2024
Q3 		$94.5K Sell
845
-377
-31% -$38.4K ﹤0.01% 580
2024
Q2 		$123K Buy
1,222
+497
+69% +$48.7K 0.01% 473
2024
Q1 		$69.8K Sell
725
-186
-20% -$16.5K ﹤0.01% 460
2023
Q4 		$88K Sell
911
-47
-5% -$4.27K 0.01% 427
2023
Q3 		$89.6K Buy
958
+107
+13% +$10.1K 0.01% 415
2023
Q2 		$76.3K Buy
851
+39
+5% +$3.35K 0.01% 393
2023
Q1 		$73.1K Buy
+812
New +$74.1K 0.01% 436
2022
Q1 		– Sell
-5,108
Closed -$518K – 336
2021
Q4 		$518K Buy
+5,108
New +$486K 0.04% 245
2020
Q1 		– Sell
-5,025
Closed -$405K – 223
2019
Q4 		$405K Buy
+5,025
New +$417K 0.05% 171
2018
Q4 		– Sell
-1,731
Closed -$284K – 253
2018
Q3 		$284K Sell
1,731
-237
-12% -$40.8K 0.05% 150
2018
Q2 		$344K Buy
1,968
+395
+25% +$66.1K 0.06% 145
2018
Q1 		$254K Hold
1,573
– – 0.05% 161
2017
Q4 		$284K Hold
1,573
– – 0.05% 172
2017
Q3 		$281K Buy
+1,573
New +$262K 0.06% 165

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SFA
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FNFDCM
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AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
DKAM
Drummond Knight Asset Management Crows Nest, NSW, Australia $545M AUM 73.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Venturi Wealth Management's DD Position: Q2 2026 in Review

Venturi Wealth Management sold out of DuPont de Nemours (DD) in Q2 2026, closing a stake of 1,570 shares — an estimated $216K sold.

Venturi Wealth Management first reported a position in DD in Q3 2017 and held it in 17 quarters. The position peaked at $518K in Q4 2021. 226 funds tracked by Wall St. Rank hold DD as of Q2 2026.

  • Venturi Wealth Management reported no remaining DuPont de Nemours position as of Q2 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 1,570 DuPont de Nemours shares in Q2 2026, an estimated $216K.
  • Venturi Wealth Management first reported a position in DuPont de Nemours in Q3 2017 and held it in 17 quarters.
  • Venturi Wealth Management's DuPont de Nemours position peaked at $518K in Q4 2021.
  • 226 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.