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

Whalen 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
Q3 		– Sell
-4,491
Closed -$387K – 199
2025
Q2 		$387K Sell
4,491
-2,172
-33% -$181K 0.24% 118
2025
Q1 		$625K Buy
+6,663
New +$650K 0.42% 49
2024
Q4 		– Sell
-4,480
Closed -$501K – 150
2024
Q3 		$501K Buy
+4,480
New +$456K 0.35% 63

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Whalen Wealth Management's DD Position: Q3 2025 in Review

Whalen Wealth Management sold out of DuPont de Nemours (DD) in Q3 2025, closing a stake of 4,491 shares — an estimated $387K sold.

Whalen Wealth Management first reported a position in DD in Q3 2024 and held it in 3 quarters. The position peaked at $625K in Q1 2025. 1,358 funds tracked by Wall St. Rank hold DD as of Q3 2025.

  • Whalen Wealth Management reported no remaining DuPont de Nemours position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 4,491 DuPont de Nemours shares in Q3 2025, an estimated $387K.
  • Whalen Wealth Management first reported a position in DuPont de Nemours in Q3 2024 and held it in 3 quarters.
  • Whalen Wealth Management's DuPont de Nemours position peaked at $625K in Q1 2025.
  • 1,358 funds tracked by Wall St. Rank held DuPont de Nemours as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.