XML Financial’s DuPont de Nemours DD Stock Holding History

XML Financial’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 Q2	–	Sell	-2,153	Closed	-$202K	–	400
2025 Q1	$202K	Buy	+2,153	New	+$210K	0.02%	336

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

XML Financial's DD Position: Q2 2025 in Review

XML Financial sold out of DuPont de Nemours (DD) in Q2 2025, closing a stake of 2,153 shares — an estimated $202K sold.

XML Financial first reported a position in DD in Q1 2025 and held it in 1 quarter. The position peaked at $202K in Q1 2025. 1,330 funds tracked by Wall St. Rank hold DD as of Q2 2025.

XML Financial reported no remaining DuPont de Nemours position as of Q2 2025 after selling out during the quarter.
XML Financial sold 2,153 DuPont de Nemours shares in Q2 2025, an estimated $202K.
XML Financial first reported a position in DuPont de Nemours in Q1 2025 and held it in 1 quarter.
XML Financial's DuPont de Nemours position peaked at $202K in Q1 2025.
1,330 funds tracked by Wall St. Rank held DuPont de Nemours as of Q2 2025.

Based on XML Financial's 13F filing for Q2 2025, filed 17 Jul 2025.