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Summit Financial Wealth Advisors’s Deere & Co DE Stock Holding History

Summit Financial 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 		$960K Buy
1,514
+63
+4% +$36.5K 0.12% 83
2026
Q1 		$817K Buy
1,451
+117
+9% +$66K 0.12% 84
2025
Q4 		$621K Sell
1,334
-69
-5% -$32.4K 0.09% 97
2025
Q3 		$634K Buy
1,403
+386
+38% +$190K 0.1% 90
2025
Q2 		$517K Buy
+1,017
New +$498K 0.09% 92
2019
Q4 		– Sell
-1,314
Closed -$225K – 140
2019
Q3 		$225K Hold
1,314
– – 0.06% 132
2019
Q2 		$218K Hold
1,314
– – 0.05% 137
2019
Q1 		$215K Buy
+1,314
New +$210K 0.06% 123
2018
Q4 		– Sell
-1,529
Closed -$226K – 130
2018
Q3 		$226K Sell
1,529
-289
-16% -$41.5K 0.07% 130
2018
Q2 		$282K Hold
1,818
– – 0.09% 110
2018
Q1 		$282K Sell
1,818
-83
-4% -$13.5K 0.09% 114
2017
Q4 		$298K Sell
1,901
-1,773
-48% -$248K 0.1% 104
2017
Q3 		$461K Sell
3,674
-610
-14% -$75.2K 0.17% 88
2017
Q2 		$529K Sell
4,284
-303
-7% -$35.6K 0.21% 89
2017
Q1 		$499K Sell
4,587
-257
-5% -$27.8K 0.22% 92
2016
Q4 		$499K Sell
4,844
-82
-2% -$7.71K 0.22% 94
2016
Q3 		$420K Sell
4,926
-4,944
-50% -$404K 0.18% 101
2016
Q2 		$800K Buy
9,870
+3,190
+48% +$262K 0.33% 70
2016
Q1 		$514K Buy
6,680
+980
+17% +$76.7K 0.22% 82
2015
Q4 		$435K Buy
5,700
+5,488
+2,589% +$425K 0.2% 93
2015
Q3 		$15K Hold
212
– – 0.01% 171
2015
Q2 		$20K Hold
212
– – 0.01% 194
2015
Q1 		$19K Buy
+212
New +$18.8K 0.01% 169

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 Wealth Advisors's DE Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Deere & Co (DE) stake by 4.3% in Q2 2026, buying an estimated $36.5K and bringing the position to 1,514 shares worth $960K. The position accounts for 0.12% of the portfolio, ranked #83.

Summit Financial Wealth Advisors first reported a position in DE in Q1 2015 and has held it in 23 quarters since. 1,298 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • Summit Financial Wealth Advisors held 1,514 shares of Deere & Co worth $960K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 63 Deere & Co shares in Q2 2026, an estimated $36.5K.
  • Deere & Co made up 0.12% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • Summit Financial Wealth Advisors first reported a position in Deere & Co in Q1 2015 and has held it in 23 quarters since.
  • 1,298 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.