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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
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 $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

Holistic Planning's DE Position: Q1 2026 in Review

Holistic Planning reduced its Deere & Co (DE) stake by 5.1% in Q1 2026, selling an estimated $27.1K and leaving 899 shares worth $507K. The position accounts for 0.1% of the portfolio, ranked #177.

Holistic Planning first reported a position in DE in Q3 2024 and has held it in 7 quarters since. 2,579 funds tracked by Wall St. Rank hold DE as of Q1 2026.

  • Holistic Planning held 899 shares of Deere & Co worth $507K as of Q1 2026.
  • Holistic Planning sold 48 Deere & Co shares in Q1 2026, an estimated $27.1K.
  • Deere & Co made up 0.1% of Holistic Planning's portfolio in Q1 2026, its #177 holding.
  • Holistic Planning first reported a position in Deere & Co in Q3 2024 and has held it in 7 quarters since.
  • 2,579 funds tracked by Wall St. Rank held Deere & Co as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.