Spartan Planning & Wealth Management’s Deere & Co DE Stock Holding History

Spartan Planning & 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
2026 Q2	$210K	Sell	331 -189	-36%	-$109K	0.14%	74
2026 Q1	$293K	Buy	+520	New	+$293K	0.22%	54
2025 Q3	–	Sell	-451	Closed	-$229K	–	78
2025 Q2	$229K	Sell	451 -26	-5%	-$12.7K	0.2%	74
2025 Q1	$224K	Sell	477 -9	-2%	-$4.21K	0.22%	64
2024 Q4	$206K	Buy	+486	New	+$205K	0.19%	71
2023 Q4	$32.8K	Buy	+82	New	+$30.9K	0.03%	152
2022 Q2	–	Sell	-24	Closed	-$10K	–	109
2022 Q1	$10K	Buy	+24	New	+$9.2K	0.01%	111

Other funds holding DE

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Spartan Planning & Wealth Management's DE Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its Deere & Co (DE) stake by 36% in Q2 2026, selling an estimated $109K and leaving 331 shares worth $210K. The position accounts for 0.14% of the portfolio, ranked #74.

Spartan Planning & Wealth Management first reported a position in DE in Q1 2022 and has held it in 7 quarters since. The position peaked at $293K in Q1 2026. 1,150 funds tracked by Wall St. Rank hold DE as of Q2 2026.

Spartan Planning & Wealth Management held 331 shares of Deere & Co worth $210K as of Q2 2026.
Spartan Planning & Wealth Management sold 189 Deere & Co shares in Q2 2026, an estimated $109K.
Deere & Co made up 0.14% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #74 holding.
Spartan Planning & Wealth Management first reported a position in Deere & Co in Q1 2022 and has held it in 7 quarters since.
Spartan Planning & Wealth Management's Deere & Co position peaked at $293K in Q1 2026.
1,150 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.