Wealthquest’s Deere & Co DE Stock Holding History

Wealthquest’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	$336K	Sell	529 -21	-4%	-$12.2K	0.02%	127
2026 Q1	$310K	Sell	550 -10	-2%	-$5.64K	0.02%	111
2025 Q4	$261K	Buy	+560	New	+$263K	0.02%	117
2025 Q3	–	Sell	-577	Closed	-$293K	–	63
2025 Q2	$293K	Buy	+577	New	+$282K	0.02%	108
2021 Q3	–	Sell	-600	Closed	-$211K	–	138
2021 Q2	$211K	Hold	600	–	–	0.04%	137
2021 Q1	$224K	Buy	+600	New	+$197K	0.04%	128

Other funds holding DE

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealthquest's DE Position: Q2 2026 in Review

Wealthquest reduced its Deere & Co (DE) stake by 3.8% in Q2 2026, selling an estimated $12.2K and leaving 529 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #127.

Wealthquest first reported a position in DE in Q1 2021 and has held it in 6 quarters since. 929 funds tracked by Wall St. Rank hold DE as of Q2 2026.

Wealthquest held 529 shares of Deere & Co worth $336K as of Q2 2026.
Wealthquest sold 21 Deere & Co shares in Q2 2026, an estimated $12.2K.
Deere & Co made up 0.02% of Wealthquest's portfolio in Q2 2026, its #127 holding.
Wealthquest first reported a position in Deere & Co in Q1 2021 and has held it in 6 quarters since.
929 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.