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Kingswood Wealth Advisors’s Deere & Co DE Stock Holding History

Kingswood 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
Q2 		$2.21M Buy
3,491
+14
+0.4% +$8.11K 0.09% 235
2026
Q1 		$1.96M Buy
3,477
+635
+22% +$358K 0.09% 245
2025
Q4 		$1.32M Buy
2,842
+181
+7% +$84.9K 0.06% 294
2025
Q3 		$1.22M Sell
2,661
-94
-3% -$46.3K 0.07% 274
2025
Q2 		$1.4M Buy
2,755
+98
+4% +$48K 0.11% 196
2025
Q1 		$1.26M Sell
2,657
-1,027
-28% -$480K 0.11% 209
2024
Q4 		$1.56M Buy
3,684
+707
+24% +$298K 0.12% 183
2024
Q3 		$1.24M Buy
2,977
+1,041
+54% +$392K 0.09% 252
2024
Q2 		$724K Sell
1,936
-218
-10% -$85K 0.07% 302
2024
Q1 		$885K Sell
2,154
-697
-24% -$267K 0.1% 225
2023
Q4 		$1.14M Buy
2,851
+1,276
+81% +$481K 0.13% 173
2023
Q3 		$594K Buy
1,575
+337
+27% +$139K 0.1% 214
2023
Q2 		$502K Buy
+1,238
New +$473K 0.16% 134

Other funds holding DE

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CF
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Kingswood Wealth Advisors's DE Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Deere & Co (DE) stake by 0.4% in Q2 2026, buying an estimated $8.11K and bringing the position to 3,491 shares worth $2.21M. The position accounts for 0.09% of the portfolio, ranked #235.

Kingswood Wealth Advisors first reported a position in DE in Q2 2023 and has held it in 13 quarters since. 1,234 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • Kingswood Wealth Advisors held 3,491 shares of Deere & Co worth $2.21M as of Q2 2026.
  • Kingswood Wealth Advisors bought 14 Deere & Co shares in Q2 2026, an estimated $8.11K.
  • Deere & Co made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #235 holding.
  • Kingswood Wealth Advisors first reported a position in Deere & Co in Q2 2023 and has held it in 13 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.