HWA
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Heritage Wealth Advisors’s Deere & Co DE Stock Holding History

Heritage 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
Q1 		$213K Sell
379
-286
-43% -$161K 0.01% 200
2025
Q4 		$310K Hold
665
– – 0.01% 184
2025
Q3 		$304K Hold
665
– – 0.01% 173
2025
Q2 		$338K Hold
665
– – 0.02% 163
2025
Q1 		$312K Sell
665
-2
-0.3% -$936 0.02% 164
2024
Q4 		$283K Buy
667
+2
+0.3% +$842 0.01% 173
2024
Q3 		$278K Buy
665
+15
+2% +$5.66K 0.01% 185
2024
Q2 		$243K Sell
650
-10
-2% -$3.9K 0.01% 187
2024
Q1 		$271K Buy
660
+10
+2% +$3.83K 0.01% 187
2023
Q4 		$260K Sell
650
-284
-30% -$107K 0.01% 191
2023
Q3 		$352K Sell
934
-95
-9% -$39.2K 0.02% 155
2023
Q2 		$417K Buy
1,029
+20
+2% +$7.65K 0.02% 144
2023
Q1 		$417K Hold
1,009
– – 0.02% 145
2022
Q4 		$433K Hold
1,009
– – 0.03% 141
2022
Q3 		$337K Hold
1,009
– – 0.02% 152
2022
Q2 		$302K Buy
1,009
+395
+64% +$145K 0.02% 156
2022
Q1 		$255K Hold
614
– – 0.01% 178
2021
Q4 		$211K Hold
614
– – 0.01% 201
2021
Q3 		$206K Hold
614
– – 0.01% 196
2021
Q2 		$217K Sell
614
-17
-3% -$6.21K 0.01% 197
2021
Q1 		$236K Buy
631
+17
+3% +$5.58K 0.01% 189
2020
Q4 		$165K Hold
614
– – 0.01% 210
2020
Q3 		$136K Buy
614
+75
+14% +$14.5K 0.02% 180
2020
Q2 		$84.7K Hold
539
– – 0.01% 215
2020
Q1 		$74.5K Sell
539
-8
-1% -$1.26K 0.01% 218
2019
Q4 		$94.8K Buy
547
+8
+1% +$1.38K 0.01% 235
2019
Q3 		$90K Buy
539
+255
+90% +$40.8K 0.01% 221
2019
Q2 		$47.1K Buy
+284
New +$44.2K 0.01% 261

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 Wealth Advisors's DE Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Deere & Co (DE) stake by 43% in Q1 2026, selling an estimated $161K and leaving 379 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #200.

Heritage Wealth Advisors first reported a position in DE in Q2 2019 and has held it in 28 quarters since. The position peaked at $433K in Q4 2022. 2,579 funds tracked by Wall St. Rank hold DE as of Q1 2026.

  • Heritage Wealth Advisors held 379 shares of Deere & Co worth $213K as of Q1 2026.
  • Heritage Wealth Advisors sold 286 Deere & Co shares in Q1 2026, an estimated $161K.
  • Deere & Co made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #200 holding.
  • Heritage Wealth Advisors first reported a position in Deere & Co in Q2 2019 and has held it in 28 quarters since.
  • Heritage Wealth Advisors's Deere & Co position peaked at $433K in Q4 2022.
  • 2,579 funds tracked by Wall St. Rank held Deere & Co as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.