Activest Wealth Management
DRS icon

Activest Wealth Management’s Leonardo DRS DRS Stock Holding History

Activest 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 		$14.8K Sell
404
-7
-2% -$292 ﹤0.01% 512
2026
Q2 		$17.5K Buy
411
+6
+1% +$267 ﹤0.01% 472
2026
Q1 		$18K Sell
405
-189
-32% -$7.97K ﹤0.01% 550
2025
Q4 		$20.2K Buy
594
+396
+200% +$14.6K ﹤0.01% 509
2025
Q3 		$8.99K Buy
+198
New +$8.63K ﹤0.01% 527

Other funds holding DRS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Philadelphia Trust Company
Philadelphia Trust Company Philadelphia, Pennsylvania $1.44B AUM 32.33% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

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

Activest Wealth Management reduced its Leonardo DRS (DRS) stake by 1.7% in Q3 2026, selling an estimated $292 and leaving 404 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Activest Wealth Management first reported a position in DRS in Q3 2025 and has held it in 5 quarters since. The position peaked at $20.2K in Q4 2025. 170 funds tracked by Wall St. Rank hold DRS as of Q3 2026.

  • Activest Wealth Management held 404 shares of Leonardo DRS worth $14.8K as of Q3 2026.
  • Activest Wealth Management sold 7 Leonardo DRS shares in Q3 2026, an estimated $292.
  • Leonardo DRS made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #512 holding.
  • Activest Wealth Management first reported a position in Leonardo DRS in Q3 2025 and has held it in 5 quarters since.
  • Activest Wealth Management's Leonardo DRS position peaked at $20.2K in Q4 2025.
  • 170 funds tracked by Wall St. Rank held Leonardo DRS as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.