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

SOA 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 		$487K Sell
767
-62
-7% -$35.9K 0.08% 128
2026
Q1 		$467K Buy
829
+74
+10% +$41.7K 0.09% 122
2025
Q4 		$352K Sell
755
-49
-6% -$23K 0.06% 151
2025
Q3 		$368K Sell
804
-30
-4% -$14.8K 0.06% 146
2025
Q2 		$424K Sell
834
-539
-39% -$264K 0.08% 130
2025
Q1 		$644K Sell
1,373
-12
-0.9% -$5.61K 0.13% 96
2024
Q4 		$587K Sell
1,385
-56
-4% -$23.6K 0.11% 102
2024
Q3 		$602K Sell
1,441
-20
-1% -$7.54K 0.11% 101
2024
Q2 		$546K Buy
1,461
+784
+116% +$306K 0.11% 103
2024
Q1 		$278K Buy
677
+44
+7% +$16.9K 0.06% 154
2023
Q4 		$253K Sell
633
-76
-11% -$28.7K 0.06% 152
2023
Q3 		$268K Hold
709
– – 0.07% 141
2023
Q2 		$287K Buy
709
+66
+10% +$25.2K 0.07% 135
2023
Q1 		$266K Buy
643
+58
+10% +$24K 0.07% 133
2022
Q4 		$251K Buy
585
+52
+10% +$21.1K 0.07% 134
2022
Q3 		$177K Buy
533
+83
+18% +$28.4K 0.05% 153
2022
Q2 		$134K Hold
450
– – 0.04% 179
2022
Q1 		$186K Hold
450
– – 0.05% 168
2021
Q4 		$153K Hold
450
– – 0.04% 187
2021
Q3 		$150K Sell
450
-1
-0.2% -$360 0.04% 183
2021
Q2 		$159K Buy
451
+97
+27% +$35.4K 0.04% 174
2021
Q1 		$132K Sell
354
-2
-0.6% -$656 0.04% 175
2020
Q4 		$111K Buy
+356
New +$88.5K 0.03% 183

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

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

SOA Wealth Advisors reduced its Deere & Co (DE) stake by 7.5% in Q2 2026, selling an estimated $35.9K and leaving 767 shares worth $487K. The position accounts for 0.08% of the portfolio, ranked #128.

SOA Wealth Advisors first reported a position in DE in Q4 2020 and has held it in 23 quarters since. The position peaked at $644K in Q1 2025. 1,220 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • SOA Wealth Advisors held 767 shares of Deere & Co worth $487K as of Q2 2026.
  • SOA Wealth Advisors sold 62 Deere & Co shares in Q2 2026, an estimated $35.9K.
  • Deere & Co made up 0.08% of SOA Wealth Advisors's portfolio in Q2 2026, its #128 holding.
  • SOA Wealth Advisors first reported a position in Deere & Co in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Deere & Co position peaked at $644K in Q1 2025.
  • 1,220 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.