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OneAscent Wealth Management’s Deere & Co DE Stock Holding History

OneAscent Wealth Management’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
Q1 		– Sell
-477
Closed -$202K – 156
2024
Q4 		$202K Sell
477
-52
-10% -$21.9K 0.08% 155
2024
Q3 		$221K Buy
+529
New +$199K 0.08% 166
2024
Q2 		– Sell
-923
Closed -$379K – 117
2024
Q1 		$379K Buy
923
+365
+65% +$140K 0.15% 97
2023
Q4 		$223K Buy
558
+14
+3% +$5.28K 0.09% 157
2023
Q3 		$205K Buy
+544
New +$224K 0.09% 156
2023
Q2 		– Sell
-1,001
Closed -$413K – 128
2023
Q1 		$413K Buy
+1,001
New +$414K 0.16% 79

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OneAscent Wealth Management's DE Position: Q1 2025 in Review

OneAscent Wealth Management sold out of Deere & Co (DE) in Q1 2025, closing a stake of 477 shares — an estimated $202K sold.

OneAscent Wealth Management first reported a position in DE in Q1 2023 and held it in 6 quarters. The position peaked at $413K in Q1 2023. 2,339 funds tracked by Wall St. Rank hold DE as of Q1 2025.

  • OneAscent Wealth Management reported no remaining Deere & Co position as of Q1 2025 after selling out during the quarter.
  • OneAscent Wealth Management sold 477 Deere & Co shares in Q1 2025, an estimated $202K.
  • OneAscent Wealth Management first reported a position in Deere & Co in Q1 2023 and held it in 6 quarters.
  • OneAscent Wealth Management's Deere & Co position peaked at $413K in Q1 2023.
  • 2,339 funds tracked by Wall St. Rank held Deere & Co as of Q1 2025.

Based on OneAscent Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.