HFO
DE icon

Heritage Family Offices’s Deere & Co DE Stock Holding History

Heritage Family Offices’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
Q1 		– Sell
-1,689
Closed -$786K – 210
2025
Q4 		$786K Sell
1,689
-128
-7% -$60.1K 0.36% 66
2025
Q3 		$831K Buy
1,817
+5
+0.3% +$2.46K 0.39% 61
2025
Q2 		$843K Hold
1,812
– – 0.43% 58
2025
Q1 		$850K Buy
1,812
+29
+2% +$13.6K 0.43% 57
2024
Q4 		$755K Buy
1,783
+71
+4% +$29.9K 0.38% 62
2024
Q3 		$714K Buy
1,712
+9
+0.5% +$3.39K 0.37% 60
2024
Q2 		$636K Buy
+1,703
New +$664K 0.35% 66

Other funds holding DE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Heritage Family Offices's DE Position: Q1 2026 in Review

Heritage Family Offices sold out of Deere & Co (DE) in Q1 2026, closing a stake of 1,689 shares — an estimated $786K sold.

Heritage Family Offices first reported a position in DE in Q2 2024 and held it in 7 quarters. The position peaked at $850K in Q1 2025. 2,582 funds tracked by Wall St. Rank hold DE as of Q1 2026.

  • Heritage Family Offices reported no remaining Deere & Co position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 1,689 Deere & Co shares in Q1 2026, an estimated $786K.
  • Heritage Family Offices first reported a position in Deere & Co in Q2 2024 and held it in 7 quarters.
  • Heritage Family Offices's Deere & Co position peaked at $850K in Q1 2025.
  • 2,582 funds tracked by Wall St. Rank held Deere & Co as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.