SWA
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Sax Wealth Advisors’s Deere & Co DE Stock Holding History

Sax 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 		$430K Buy
764
+67
+10% +$38.8K 0.02% 371
2026
Q1 		$325K Sell
697
-49
-7% -$27.6K 0.02% 368
2025
Q4 		$347K Sell
746
-69
-8% -$32.4K 0.02% 363
2025
Q3 		$372K Buy
815
+132
+19% +$65.1K 0.02% 323
2025
Q2 		$348K Buy
683
+85
+14% +$41.6K 0.02% 314
2025
Q1 		$281K Sell
598
-21
-3% -$9.82K 0.02% 305
2024
Q4 		$262K Buy
619
+14
+2% +$5.9K 0.02% 283
2024
Q3 		$253K Buy
+605
New +$228K 0.02% 246
2023
Q1 		– Sell
-477
Closed -$205K – 178
2022
Q4 		$205K Buy
+477
New +$194K 0.05% 156

Other funds holding DE

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Sax Wealth Advisors increased its Deere & Co (DE) stake by 9.6% in Q2 2026, buying an estimated $38.8K and bringing the position to 764 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #371.

Sax Wealth Advisors first reported a position in DE in Q4 2022 and has held it in 9 quarters since. 627 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • Sax Wealth Advisors held 764 shares of Deere & Co worth $430K as of Q2 2026.
  • Sax Wealth Advisors bought 67 Deere & Co shares in Q2 2026, an estimated $38.8K.
  • Deere & Co made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #371 holding.
  • Sax Wealth Advisors first reported a position in Deere & Co in Q4 2022 and has held it in 9 quarters since.
  • 627 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.