OWA
DE icon

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

Octavia 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
2025
Q4 		– Sell
-445
Closed -$204K – 258
2025
Q3 		$204K Buy
445
+2
+0.5% +$986 0.02% 247
2025
Q2 		$226K Sell
443
-21
-5% -$10.3K 0.03% 205
2025
Q1 		$219K Buy
+464
New +$217K 0.03% 210

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Octavia Wealth Advisors's DE Position: Q4 2025 in Review

Octavia Wealth Advisors sold out of Deere & Co (DE) in Q4 2025, closing a stake of 445 shares — an estimated $204K sold.

Octavia Wealth Advisors first reported a position in DE in Q1 2025 and held it in 3 quarters. The position peaked at $226K in Q2 2025. 2,455 funds tracked by Wall St. Rank hold DE as of Q4 2025.

  • Octavia Wealth Advisors reported no remaining Deere & Co position as of Q4 2025 after selling out during the quarter.
  • Octavia Wealth Advisors sold 445 Deere & Co shares in Q4 2025, an estimated $204K.
  • Octavia Wealth Advisors first reported a position in Deere & Co in Q1 2025 and held it in 3 quarters.
  • Octavia Wealth Advisors's Deere & Co position peaked at $226K in Q2 2025.
  • 2,455 funds tracked by Wall St. Rank held Deere & Co as of Q4 2025.

Based on Octavia Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.