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Summit Wealth Group (Colorado)’s Deere & Co DE Stock Holding History

Summit Wealth Group (Colorado)’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
Q1 		$546K Buy
969
+27
+3% +$15.2K 0.06% 171
2025
Q4 		$439K Buy
+942
New +$442K 0.06% 160
2025
Q3 		– Sell
-1,004
Closed -$512K – 300
2025
Q2 		$512K Buy
+1,004
New +$492K 0.13% 129

Other funds holding DE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Summit Wealth Group (Colorado)'s DE Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Deere & Co (DE) stake by 2.9% in Q1 2026, buying an estimated $15.2K and bringing the position to 969 shares worth $546K. The position accounts for 0.06% of the portfolio, ranked #171.

Summit Wealth Group (Colorado) first reported a position in DE in Q2 2025 and has held it in 3 quarters since. 2,579 funds tracked by Wall St. Rank hold DE as of Q1 2026.

  • Summit Wealth Group (Colorado) held 969 shares of Deere & Co worth $546K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 27 Deere & Co shares in Q1 2026, an estimated $15.2K.
  • Deere & Co made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #171 holding.
  • Summit Wealth Group (Colorado) first reported a position in Deere & Co in Q2 2025 and has held it in 3 quarters since.
  • 2,579 funds tracked by Wall St. Rank held Deere & Co as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.