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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
Q1 		$711K Buy
+1,263
New +$713K 0.18% 74

Other funds holding DE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Roberts Wealth Advisors's DE Position: Q1 2026 in Review

Roberts Wealth Advisors opened a new position in Deere & Co (DE) in Q1 2026: 1,263 shares worth $711K. The stake represents 0.18% of the portfolio and ranks #74 among its holdings.

2,579 funds tracked by Wall St. Rank hold DE as of Q1 2026.

  • Roberts Wealth Advisors held 1,263 shares of Deere & Co worth $711K as of Q1 2026.
  • Deere & Co was a new Roberts Wealth Advisors position in Q1 2026.
  • Deere & Co made up 0.18% of Roberts Wealth Advisors's portfolio in Q1 2026, its #74 holding.
  • 2,579 funds tracked by Wall St. Rank held Deere & Co as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.