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Schwarz Dygos Wheeler Investment Advisors’s Deere & Co DE Stock Holding History

Schwarz Dygos Wheeler Investment 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 		$204K Sell
321
-44
-12% -$25.5K 0.04% 170
2026
Q1 		$206K Buy
+365
New +$206K 0.04% 169
2025
Q3 		– Sell
-419
Closed -$213K – 164
2025
Q2 		$213K Buy
+419
New +$205K 0.05% 157

Other funds holding DE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's DE Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Deere & Co (DE) stake by 12% in Q2 2026, selling an estimated $25.5K and leaving 321 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #170.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DE in Q2 2025 and has held it in 3 quarters since. The position peaked at $213K in Q2 2025. 1,862 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 321 shares of Deere & Co worth $204K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 44 Deere & Co shares in Q2 2026, an estimated $25.5K.
  • Deere & Co made up 0.04% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #170 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Deere & Co in Q2 2025 and has held it in 3 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Deere & Co position peaked at $213K in Q2 2025.
  • 1,862 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.