Morris Financial Concepts’s Deere & Co DE Stock Holding History

Morris Financial Concepts’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	$426K	Sell	672 -12	-2%	-$6.95K	0.13%	91
2026 Q1	$385K	Sell	684 -9	-1%	-$5.08K	0.13%	92
2025 Q4	$323K	Sell	693 -30	-4%	-$14.1K	0.11%	94
2025 Q3	$331K	Hold	723	–	–	0.12%	96
2025 Q2	$368K	Hold	723	–	–	0.15%	83
2025 Q1	$339K	Hold	723	–	–	0.14%	90
2024 Q4	$306K	Hold	723	–	–	0.13%	93
2024 Q3	$302K	Hold	723	–	–	0.13%	87
2024 Q2	$270K	Sell	723 -14	-2%	-$5.46K	0.13%	86
2024 Q1	$303K	Sell	737 -13	-2%	-$4.98K	0.15%	78
2023 Q4	$300K	Sell	750 -2	-0.3%	-$754	0.17%	72
2023 Q3	$284K	Sell	752 -6	-0.8%	-$2.47K	0.19%	69
2023 Q2	$307K	Sell	758 -9	-1%	-$3.44K	0.2%	67
2023 Q1	$317K	Sell	767 -6	-0.8%	-$2.48K	0.22%	61
2022 Q4	$331K	Hold	773	–	–	0.27%	59
2022 Q3	$258K	Hold	773	–	–	0.27%	55
2022 Q2	$231K	Sell	773 -50	-6%	-$18.4K	0.22%	61
2022 Q1	$342K	Buy	823 +111	+16%	+$42.5K	0.29%	50
2021 Q4	$244K	Buy	+712	New	+$248K	0.2%	57

Other funds holding DE

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 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

Morris Financial Concepts's DE Position: Q2 2026 in Review

Morris Financial Concepts reduced its Deere & Co (DE) stake by 1.8% in Q2 2026, selling an estimated $6.95K and leaving 672 shares worth $426K. The position accounts for 0.13% of the portfolio, ranked #91.

Morris Financial Concepts first reported a position in DE in Q4 2021 and has held it in 19 quarters since. 1,212 funds tracked by Wall St. Rank hold DE as of Q2 2026.

Morris Financial Concepts held 672 shares of Deere & Co worth $426K as of Q2 2026.
Morris Financial Concepts sold 12 Deere & Co shares in Q2 2026, an estimated $6.95K.
Deere & Co made up 0.13% of Morris Financial Concepts's portfolio in Q2 2026, its #91 holding.
Morris Financial Concepts first reported a position in Deere & Co in Q4 2021 and has held it in 19 quarters since.
1,212 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.