Heartwood Wealth Advisors’s Deere & Co DE Stock Holding History

Heartwood Wealth Advisors’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	$451K	Sell	711 -98	-12%	-$56.8K	0.04%	147
2026 Q1	$456K	Hold	809	–	–	0.04%	139
2025 Q4	$377K	Sell	809 -4	-0.5%	-$1.88K	0.03%	137
2025 Q3	$372K	Buy	813 +4	+0.5%	+$1.97K	0.03%	141
2025 Q2	$411K	Sell	809 -4	-0.5%	-$1.96K	0.04%	118
2025 Q1	$382K	Hold	813	–	–	0.04%	114
2024 Q4	$344K	Hold	813	–	–	0.04%	124
2024 Q3	$339K	Sell	813 -275	-25%	-$104K	0.04%	125
2024 Q2	$407K	Buy	+1,088	New	+$424K	0.05%	108

Other funds holding DE

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Heartwood Wealth Advisors's DE Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its Deere & Co (DE) stake by 12% in Q2 2026, selling an estimated $56.8K and leaving 711 shares worth $451K. The position accounts for 0.04% of the portfolio, ranked #147.

Heartwood Wealth Advisors first reported a position in DE in Q2 2024 and has held it in 9 quarters since. The position peaked at $456K in Q1 2026. 1,220 funds tracked by Wall St. Rank hold DE as of Q2 2026.

Heartwood Wealth Advisors held 711 shares of Deere & Co worth $451K as of Q2 2026.
Heartwood Wealth Advisors sold 98 Deere & Co shares in Q2 2026, an estimated $56.8K.
Deere & Co made up 0.04% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #147 holding.
Heartwood Wealth Advisors first reported a position in Deere & Co in Q2 2024 and has held it in 9 quarters since.
Heartwood Wealth Advisors's Deere & Co position peaked at $456K in Q1 2026.
1,220 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.