HP
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Holistic Planning’s Deere & Co DE Stock Holding History

Holistic Planning’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 		$576K Buy
908
+9
+1% +$5.21K 0.09% 188
2026
Q1 		$507K Sell
899
-48
-5% -$27.1K 0.1% 177
2025
Q4 		$441K Buy
947
+122
+15% +$57.3K 0.09% 179
2025
Q3 		$377K Sell
825
-14
-2% -$6.9K 0.1% 157
2025
Q2 		$426K Buy
839
+135
+19% +$66.1K 0.12% 136
2025
Q1 		$330K Buy
704
+1
+0.1% +$468 0.11% 133
2024
Q4 		$298K Hold
703
– – 0.11% 131
2024
Q3 		$294K Buy
+703
New +$265K 0.12% 116

Other funds holding DE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Holistic Planning's DE Position: Q2 2026 in Review

Holistic Planning increased its Deere & Co (DE) stake by 1% in Q2 2026, buying an estimated $5.21K and bringing the position to 908 shares worth $576K. The position accounts for 0.09% of the portfolio, ranked #188.

Holistic Planning first reported a position in DE in Q3 2024 and has held it in 8 quarters since. 2,653 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • Holistic Planning held 908 shares of Deere & Co worth $576K as of Q2 2026.
  • Holistic Planning bought 9 Deere & Co shares in Q2 2026, an estimated $5.21K.
  • Deere & Co made up 0.09% of Holistic Planning's portfolio in Q2 2026, its #188 holding.
  • Holistic Planning first reported a position in Deere & Co in Q3 2024 and has held it in 8 quarters since.
  • 2,653 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.