SWM
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Shelton Wealth Management’s Deere & Co DE Stock Holding History

Shelton Wealth Management’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
2025
Q2 		– Sell
-2,000
Closed -$939K – 152
2025
Q1 		$939K Buy
+2,000
New +$936K 0.51% 66
2024
Q4 		– Sell
-1,500
Closed -$626K – 148
2024
Q3 		$626K Hold
1,500
– – 0.34% 92
2024
Q2 		$560K Buy
+1,500
New +$585K 0.32% 91

Other funds holding DE

RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Shelton Wealth Management's DE Position: Q2 2026 in Review

Shelton Wealth Management opened a new position in Deere & Co (DE) in Q2 2026: 2,797 shares worth $1.77M. The stake represents 0.7% of the portfolio and ranks #45 among its holdings. This is a return to the name: Shelton Wealth Management previously reported a position in DE as recently as Q2 2024.

Shelton Wealth Management first reported a position in DE in Q2 2023 and has held it in 6 quarters since. 1,094 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • Shelton Wealth Management held 2,797 shares of Deere & Co worth $1.77M as of Q2 2026.
  • Deere & Co was a new Shelton Wealth Management position in Q2 2026.
  • Deere & Co made up 0.7% of Shelton Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Shelton Wealth Management first reported a position in Deere & Co in Q2 2023 and has held it in 6 quarters since.
  • 1,094 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.