Able Wealth Management
DRS icon

Able Wealth Management’s Leonardo DRS DRS Stock Holding History

Able Wealth Management’s Portfolio DRS Stock Details DRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$310K Buy
+8,466
New +$353K 0.07% 105
2024
Q1 		– Sell
-19
Closed -$381 – 207
2023
Q4 		$381 Buy
+19
New +$359 ﹤0.01% 564

Other funds holding DRS

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Tower View Wealth Management
Tower View Wealth Management Shorewood, Wisconsin $231M AUM 32.95% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Illumine Investment Management
Illumine Investment Management Poulsbo, Washington $144M AUM 33.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Able Wealth Management's DRS Position: Q3 2026 in Review

Able Wealth Management opened a new position in Leonardo DRS (DRS) in Q3 2026: 8,466 shares worth $310K. The stake represents 0.07% of the portfolio and ranks #105 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in DRS as recently as Q4 2023.

Able Wealth Management first reported a position in DRS in Q4 2023 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold DRS as of Q3 2026.

  • Able Wealth Management held 8,466 shares of Leonardo DRS worth $310K as of Q3 2026.
  • Leonardo DRS was a new Able Wealth Management position in Q3 2026.
  • Leonardo DRS made up 0.07% of Able Wealth Management's portfolio in Q3 2026, its #105 holding.
  • Able Wealth Management first reported a position in Leonardo DRS in Q4 2023 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held Leonardo DRS as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.