Morton Brown Family Wealth’s Deere & Co DE Stock Holding History

Morton Brown Family Wealth’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	$26K	Buy	41 +4	+11%	+$2.32K	0.01%	149
2026 Q1	$20.8K	Hold	37	–	–	0.01%	154
2025 Q4	$17.2K	Hold	37	–	–	﹤0.01%	163
2025 Q3	$16.9K	Sell	37 -10	-21%	-$4.93K	﹤0.01%	146
2025 Q2	$23.9K	Hold	47	–	–	0.01%	137
2025 Q1	$22.1K	Buy	+47	New	+$22K	0.01%	139
2024 Q1	–	Sell	-37	Closed	-$14.8K	–	240
2023 Q4	$14.8K	Buy	+37	New	+$14K	0.01%	160
2023 Q2	–	Sell	-2	Closed	-$826	–	209
2023 Q1	$826	Buy	+2	New	+$828	﹤0.01%	276

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

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

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

Morton Brown Family Wealth's DE Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Deere & Co (DE) stake by 11% in Q2 2026, buying an estimated $2.32K and bringing the position to 41 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #149.

Morton Brown Family Wealth first reported a position in DE in Q1 2023 and has held it in 8 quarters since. 1,159 funds tracked by Wall St. Rank hold DE as of Q2 2026.

Morton Brown Family Wealth held 41 shares of Deere & Co worth $26K as of Q2 2026.
Morton Brown Family Wealth bought 4 Deere & Co shares in Q2 2026, an estimated $2.32K.
Deere & Co made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #149 holding.
Morton Brown Family Wealth first reported a position in Deere & Co in Q1 2023 and has held it in 8 quarters since.
1,159 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.