EWM
DE icon

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

Evermay 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
2026
Q2 		$308K Buy
485
+167
+53% +$96.7K 0.03% 157
2026
Q1 		$179K Hold
318
– – 0.02% 202
2025
Q4 		$148K Buy
318
+4
+1% +$1.88K 0.02% 225
2025
Q3 		$144K Hold
314
– – 0.02% 232
2025
Q2 		$160K Buy
314
+159
+103% +$77.8K 0.02% 217
2025
Q1 		$72.8K Hold
155
– – 0.01% 292
2024
Q4 		$65.7K Hold
155
– – 0.01% 295
2024
Q3 		$64.7K Sell
155
-38
-20% -$14.3K 0.01% 313
2024
Q2 		$72.1K Hold
193
– – 0.01% 307
2024
Q1 		$79.3K Sell
193
-2
-1% -$767 0.01% 306
2023
Q4 		$78K Sell
195
-135
-41% -$50.9K 0.01% 281
2023
Q3 		$125K Buy
330
+142
+76% +$58.6K 0.03% 211
2023
Q2 		$76.2K Hold
188
– – 0.01% 267
2023
Q1 		$77.6K Buy
188
+31
+20% +$12.8K 0.02% 260
2022
Q4 		$67.3K Hold
157
– – 0.01% 266
2022
Q3 		$52K Hold
157
– – 0.01% 273
2022
Q2 		$47K Buy
157
+7
+5% +$2.58K 0.01% 286
2022
Q1 		$62K Hold
150
– – 0.01% 284
2021
Q4 		$51K Hold
150
– – 0.01% 273
2021
Q3 		$50K Hold
150
– – 0.01% 264
2021
Q2 		$53K Buy
+150
New +$54.8K 0.01% 276

Other funds holding DE

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Evermay Wealth Management's DE Position: Q2 2026 in Review

Evermay Wealth Management increased its Deere & Co (DE) stake by 53% in Q2 2026, buying an estimated $96.7K and bringing the position to 485 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #157.

Evermay Wealth Management first reported a position in DE in Q2 2021 and has held it in 21 quarters since. 1,116 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • Evermay Wealth Management held 485 shares of Deere & Co worth $308K as of Q2 2026.
  • Evermay Wealth Management bought 167 Deere & Co shares in Q2 2026, an estimated $96.7K.
  • Deere & Co made up 0.03% of Evermay Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Evermay Wealth Management first reported a position in Deere & Co in Q2 2021 and has held it in 21 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.