HWA
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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
Q3 		$512K Buy
763
+52
+7% +$33.1K 0.04% 133
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

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GCL
Gouws Capital LLC Charlotte, North Carolina $212M AUM 34.97% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Heartwood Wealth Advisors's DE Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Deere & Co (DE) stake by 7.3% in Q3 2026, buying an estimated $33.1K and bringing the position to 763 shares worth $512K. The position accounts for 0.04% of the portfolio, ranked #133.

Heartwood Wealth Advisors first reported a position in DE in Q2 2024 and has held it in 10 quarters since. 138 funds tracked by Wall St. Rank hold DE as of Q3 2026.

  • Heartwood Wealth Advisors held 763 shares of Deere & Co worth $512K as of Q3 2026.
  • Heartwood Wealth Advisors bought 52 Deere & Co shares in Q3 2026, an estimated $33.1K.
  • Deere & Co made up 0.04% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #133 holding.
  • Heartwood Wealth Advisors first reported a position in Deere & Co in Q2 2024 and has held it in 10 quarters since.
  • 138 funds tracked by Wall St. Rank held Deere & Co as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.