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

Congress 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 		$5.24M Buy
10,309
+1,710
+20% +$837K 0.05% 372
2025
Q1 		$4.04M Buy
8,599
+4,364
+103% +$2.04M 0.05% 361
2024
Q4 		$1.79M Buy
4,235
+1,115
+36% +$470K 0.02% 429
2024
Q3 		$1.3M Buy
3,120
+135
+5% +$50.9K 0.02% 476
2024
Q2 		$1.12M Sell
2,985
-899
-23% -$351K 0.02% 411
2024
Q1 		$1.6M Sell
3,884
-1,425
-27% -$546K 0.03% 335
2023
Q4 		$2.12M Buy
5,309
+136
+3% +$51.3K 0.04% 306
2023
Q3 		$1.95M Buy
5,173
+45
+0.9% +$18.6K 0.04% 305
2023
Q2 		$2.08M Buy
5,128
+72
+1% +$27.5K 0.05% 256
2023
Q1 		$2.09M Sell
5,056
-1,608
-24% -$666K 0.05% 260
2022
Q4 		$2.86M Buy
6,664
+805
+14% +$327K 0.07% 230
2022
Q3 		$1.96M Buy
5,859
+518
+10% +$177K 0.05% 274
2022
Q2 		$1.6M Sell
5,341
-509
-9% -$187K 0.04% 295
2022
Q1 		$2.43M Buy
5,850
+1,099
+23% +$421K 0.05% 280
2021
Q4 		$1.63M Buy
+4,751
New +$1.65M 0.03% 325

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Congress Wealth Management increased its Deere & Co (DE) stake by 20% in Q2 2025, buying an estimated $837K and bringing the position to 10,309 shares worth $5.24M. The position accounts for 0.05% of the portfolio, ranked #372.

Congress Wealth Management first reported a position in DE in Q4 2021 and has held it in 15 quarters since. 2,426 funds tracked by Wall St. Rank hold DE as of Q2 2025.

  • Congress Wealth Management held 10,309 shares of Deere & Co worth $5.24M as of Q2 2025.
  • Congress Wealth Management bought 1,710 Deere & Co shares in Q2 2025, an estimated $837K.
  • Deere & Co made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #372 holding.
  • Congress Wealth Management first reported a position in Deere & Co in Q4 2021 and has held it in 15 quarters since.
  • 2,426 funds tracked by Wall St. Rank held Deere & Co as of Q2 2025.

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