Heritage Wealth Management (Ohio)’s Deere & Co DE Stock Holding History

Heritage Wealth Management (Ohio)’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	$3.29M	Buy	+5,192	New	+$3.01M	0.82%	28
2026 Q1	–	Sell	-5,237	Closed	-$2.44M	–	173
2025 Q4	$2.44M	Sell	5,237 -5	-0.1%	-$2.35K	0.68%	36
2025 Q3	$2.4M	Sell	5,242 -25	-0.5%	-$12.3K	0.7%	31
2025 Q2	$2.68M	Sell	5,267 -30	-0.6%	-$14.7K	0.87%	21
2025 Q1	$2.49M	Sell	5,297 -25	-0.5%	-$11.7K	0.85%	24
2024 Q4	$2.25M	Sell	5,322 -10	-0.2%	-$4.21K	0.75%	31
2024 Q3	$2.23M	Sell	5,332 -150	-3%	-$56.6K	0.73%	29
2024 Q2	$1.97M	Buy	+5,482	New	+$2.14M	0.66%	32

Other funds holding DE

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s DE Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Deere & Co (DE) in Q2 2026: 5,192 shares worth $3.29M. The stake represents 0.82% of the portfolio and ranks #28 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in DE as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in DE in Q2 2024 and has held it in 8 quarters since. 1,058 funds tracked by Wall St. Rank hold DE as of Q2 2026.

Heritage Wealth Management (Ohio) held 5,192 shares of Deere & Co worth $3.29M as of Q2 2026.
Deere & Co was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Deere & Co made up 0.82% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #28 holding.
Heritage Wealth Management (Ohio) first reported a position in Deere & Co in Q2 2024 and has held it in 8 quarters since.
1,058 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.