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Taylor & Morgan Wealth Management’s Deere & Co DE Stock Holding History

Taylor & Morgan 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 		$258K Sell
407
-100
-20% -$57.9K 0.13% 75
2026
Q1 		$286K Hold
507
– – 0.16% 64
2025
Q4 		$236K Sell
507
-67
-12% -$31.4K 0.13% 74
2025
Q3 		$262K Sell
574
-65
-10% -$32K 0.16% 65
2025
Q2 		$325K Hold
639
– – 0.22% 51
2025
Q1 		$300K Hold
639
– – 0.23% 52
2024
Q4 		$271K Sell
639
-511
-44% -$215K 0.19% 55
2024
Q3 		$480K Sell
1,150
-40
-3% -$15.1K 0.32% 41
2024
Q2 		$445K Sell
1,190
-627
-35% -$245K 0.31% 43
2024
Q1 		$746K Sell
1,817
-122
-6% -$46.8K 0.55% 26
2023
Q4 		$775K Sell
1,939
-189
-9% -$71.3K 0.62% 24
2023
Q3 		$803K Hold
2,128
– – 0.72% 24
2023
Q2 		$862K Sell
2,128
-175
-8% -$66.9K 0.71% 25
2023
Q1 		$951K Hold
2,303
– – 0.83% 27
2022
Q4 		$987K Hold
2,303
– – 0.93% 25
2022
Q3 		$769K Sell
2,303
-246
-10% -$84.3K 0.77% 27
2022
Q2 		$763K Buy
2,549
+71
+3% +$26.1K 0.72% 32
2022
Q1 		$1.03M Buy
2,478
+323
+15% +$124K 0.84% 26
2021
Q4 		$739K Buy
+2,155
New +$750K 0.6% 37

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

Taylor & Morgan Wealth Management's DE Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its Deere & Co (DE) stake by 20% in Q2 2026, selling an estimated $57.9K and leaving 407 shares worth $258K. The position accounts for 0.13% of the portfolio, ranked #75.

Taylor & Morgan Wealth Management first reported a position in DE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q1 2022. 1,159 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • Taylor & Morgan Wealth Management held 407 shares of Deere & Co worth $258K as of Q2 2026.
  • Taylor & Morgan Wealth Management sold 100 Deere & Co shares in Q2 2026, an estimated $57.9K.
  • Deere & Co made up 0.13% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Taylor & Morgan Wealth Management first reported a position in Deere & Co in Q4 2021 and has held it in 19 quarters since.
  • Taylor & Morgan Wealth Management's Deere & Co position peaked at $1.03M in Q1 2022.
  • 1,159 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.