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

Roberts 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 		$519K Sell
818
-445
-35% -$258K 0.12% 83
2026
Q1 		$711K Buy
+1,263
New +$713K 0.18% 74

Other funds holding DE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Roberts Wealth Advisors reduced its Deere & Co (DE) stake by 35% in Q2 2026, selling an estimated $258K and leaving 818 shares worth $519K. The position accounts for 0.12% of the portfolio, ranked #83.

Roberts Wealth Advisors first reported a position in DE in Q1 2026 and has held it in 2 quarters since. The position peaked at $711K in Q1 2026. 2,653 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • Roberts Wealth Advisors held 818 shares of Deere & Co worth $519K as of Q2 2026.
  • Roberts Wealth Advisors sold 445 Deere & Co shares in Q2 2026, an estimated $258K.
  • Deere & Co made up 0.12% of Roberts Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • Roberts Wealth Advisors first reported a position in Deere & Co in Q1 2026 and has held it in 2 quarters since.
  • Roberts Wealth Advisors's Deere & Co position peaked at $711K in Q1 2026.
  • 2,653 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.