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

Rooted 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	$658K	Buy	1,037 +36	+4%	+$20.9K	0.16%	82
2026 Q1	$595K	Sell	1,001 -29	-3%	-$16.4K	0.16%	85
2025 Q4	$584K	Buy	1,030 +97	+10%	+$45.5K	0.16%	82
2025 Q3	$432K	Buy	933 +113	+14%	+$55.7K	0.13%	81
2025 Q2	$420K	Buy	820 +116	+16%	+$56.8K	0.15%	75
2025 Q1	$303K	Buy	704 +14	+2%	+$6.55K	0.13%	73
2024 Q4	$285K	Buy	690 +57	+9%	+$24K	0.11%	81
2024 Q3	$257K	Buy	+633	New	+$239K	0.11%	82
2023 Q2	–	Sell	-541	Closed	-$210K	–	83
2023 Q1	$210K	Buy	+541	New	+$224K	0.16%	80

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Rooted Wealth Advisors increased its Deere & Co (DE) stake by 3.6% in Q2 2026, buying an estimated $20.9K and bringing the position to 1,037 shares worth $658K. The position accounts for 0.16% of the portfolio, ranked #82.

Rooted Wealth Advisors first reported a position in DE in Q1 2023 and has held it in 9 quarters since. 1,255 funds tracked by Wall St. Rank hold DE as of Q2 2026.

Rooted Wealth Advisors held 1,037 shares of Deere & Co worth $658K as of Q2 2026.
Rooted Wealth Advisors bought 36 Deere & Co shares in Q2 2026, an estimated $20.9K.
Deere & Co made up 0.16% of Rooted Wealth Advisors's portfolio in Q2 2026, its #82 holding.
Rooted Wealth Advisors first reported a position in Deere & Co in Q1 2023 and has held it in 9 quarters since.
1,255 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.