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San Luis Wealth Advisors’s Deere & Co DE Stock Holding History

San Luis 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 		$499K Sell
786
-116
-13% -$67.2K 0.08% 135
2026
Q1 		$508K Sell
902
-75
-8% -$42.3K 0.08% 121
2025
Q4 		$455K Sell
977
-75
-7% -$35.2K 0.08% 131
2025
Q3 		$481K Buy
+1,052
New +$519K 0.09% 127

Other funds holding DE

Parnassus Investments
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CF
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

San Luis Wealth Advisors's DE Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Deere & Co (DE) stake by 13% in Q2 2026, selling an estimated $67.2K and leaving 786 shares worth $499K. The position accounts for 0.08% of the portfolio, ranked #135.

San Luis Wealth Advisors first reported a position in DE in Q3 2025 and has held it in 4 quarters since. The position peaked at $508K in Q1 2026. 1,237 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • San Luis Wealth Advisors held 786 shares of Deere & Co worth $499K as of Q2 2026.
  • San Luis Wealth Advisors sold 116 Deere & Co shares in Q2 2026, an estimated $67.2K.
  • Deere & Co made up 0.08% of San Luis Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • San Luis Wealth Advisors first reported a position in Deere & Co in Q3 2025 and has held it in 4 quarters since.
  • San Luis Wealth Advisors's Deere & Co position peaked at $508K in Q1 2026.
  • 1,237 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.