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Summit Financial Strategies’s Deere & Co DE Stock Holding History

Summit Financial Strategies’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 		$791K Sell
1,247
-42
-3% -$24.3K 0.06% 77
2026
Q1 		$726K Sell
1,289
-42
-3% -$23.7K 0.06% 80
2025
Q4 		$620K Buy
1,331
+77
+6% +$36.1K 0.05% 83
2025
Q3 		$573K Sell
1,254
-196
-14% -$96.6K 0.05% 84
2025
Q2 		$737K Buy
1,450
+331
+30% +$162K 0.07% 73
2025
Q1 		$525K Buy
1,119
+153
+16% +$71.6K 0.05% 81
2024
Q4 		$409K Hold
966
– – 0.05% 94
2024
Q3 		$403K Sell
966
-80
-8% -$30.2K 0.05% 94
2024
Q2 		$391K Sell
1,046
-6
-0.6% -$2.34K 0.05% 97
2024
Q1 		$432K Sell
1,052
-190
-15% -$72.8K 0.06% 87
2023
Q4 		$497K Sell
1,242
-30
-2% -$11.3K 0.08% 72
2023
Q3 		$480K Buy
1,272
+100
+9% +$41.2K 0.09% 67
2023
Q2 		$475K Hold
1,172
– – 0.09% 66
2023
Q1 		$484K Hold
1,172
– – 0.1% 71
2022
Q4 		$503K Sell
1,172
-30
-2% -$12.2K 0.11% 66
2022
Q3 		$401K Hold
1,202
– – 0.1% 69
2022
Q2 		$360K Hold
1,202
– – 0.08% 75
2022
Q1 		$499K Buy
1,202
+100
+9% +$38.3K 0.1% 64
2021
Q4 		$378K Buy
1,102
+30
+3% +$10.4K 0.07% 76
2021
Q3 		$359K Hold
1,072
– – 0.07% 79
2021
Q2 		$378K Sell
1,072
-50
-4% -$18.3K 0.07% 76
2021
Q1 		$420K Hold
1,122
– – 0.15% 40
2020
Q4 		$302K Hold
1,122
– – 0.1% 65
2020
Q3 		$249K Buy
+1,122
New +$217K 0.1% 65

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
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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Summit Financial Strategies's DE Position: Q2 2026 in Review

Summit Financial Strategies reduced its Deere & Co (DE) stake by 3.3% in Q2 2026, selling an estimated $24.3K and leaving 1,247 shares worth $791K. The position accounts for 0.06% of the portfolio, ranked #77.

Summit Financial Strategies first reported a position in DE in Q3 2020 and has held it in 24 quarters since. 1,298 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • Summit Financial Strategies held 1,247 shares of Deere & Co worth $791K as of Q2 2026.
  • Summit Financial Strategies sold 42 Deere & Co shares in Q2 2026, an estimated $24.3K.
  • Deere & Co made up 0.06% of Summit Financial Strategies's portfolio in Q2 2026, its #77 holding.
  • Summit Financial Strategies first reported a position in Deere & Co in Q3 2020 and has held it in 24 quarters since.
  • 1,298 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.