CWM
DE icon

Compass Wealth Management’s Deere & Co DE Stock Holding History

Compass Wealth Management’s Portfolio DE Stock Details DE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-248
Closed -$116K – 207
2025
Q1 		$116K Hold
248
– – 0.03% 183
2024
Q4 		$105K Hold
248
– – 0.03% 192
2024
Q3 		$103K Hold
248
– – 0.02% 199
2024
Q2 		$92.7K Hold
248
– – 0.02% 204
2024
Q1 		$102K Hold
248
– – 0.03% 194
2023
Q4 		$99.2K Sell
248
-85
-26% -$32K 0.03% 190
2023
Q3 		$126K Hold
333
– – 0.04% 169
2023
Q2 		$135K Hold
333
– – 0.04% 168
2023
Q1 		$137K Sell
333
-39
-10% -$16.1K 0.04% 168
2022
Q4 		$159K Buy
+372
New +$151K 0.05% 163

Other funds holding DE

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Compass Wealth Management's DE Position: Q2 2025 in Review

Compass Wealth Management sold out of Deere & Co (DE) in Q2 2025, closing a stake of 248 shares — an estimated $116K sold.

Compass Wealth Management first reported a position in DE in Q4 2022 and held it in 10 quarters. The position peaked at $159K in Q4 2022. 2,423 funds tracked by Wall St. Rank hold DE as of Q2 2025.

  • Compass Wealth Management reported no remaining Deere & Co position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 248 Deere & Co shares in Q2 2025, an estimated $116K.
  • Compass Wealth Management first reported a position in Deere & Co in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Deere & Co position peaked at $159K in Q4 2022.
  • 2,423 funds tracked by Wall St. Rank held Deere & Co as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.