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Avantra Family Wealth’s Leidos LDOS Stock Holding History

Avantra Family Wealth’s Portfolio LDOS Stock Details LDOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,768
Closed -$430K – 184
2026
Q1 		$430K Sell
2,768
-1,273
-32% -$229K 0.32% 94
2025
Q4 		$729K Buy
4,041
+77
+2% +$14.6K 0.53% 55
2025
Q3 		$749K Buy
3,964
+20
+0.5% +$3.48K 0.56% 51
2025
Q2 		$622K Sell
3,944
-36
-0.9% -$5.32K 0.51% 54
2025
Q1 		$537K Sell
3,980
-2,262
-36% -$316K 0.52% 64
2024
Q4 		$899K Buy
+6,242
New +$1.04M 0.84% 34

Other funds holding LDOS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
ROC
Running Oak Capital Edina, Minnesota $587M AUM 0.28% 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

Avantra Family Wealth's LDOS Position: Q2 2026 in Review

Avantra Family Wealth sold out of Leidos (LDOS) in Q2 2026, closing a stake of 2,768 shares — an estimated $430K sold.

Avantra Family Wealth first reported a position in LDOS in Q4 2024 and held it in 6 quarters. The position peaked at $899K in Q4 2024. 267 funds tracked by Wall St. Rank hold LDOS as of Q2 2026.

  • Avantra Family Wealth reported no remaining Leidos position as of Q2 2026 after selling out during the quarter.
  • Avantra Family Wealth sold 2,768 Leidos shares in Q2 2026, an estimated $430K.
  • Avantra Family Wealth first reported a position in Leidos in Q4 2024 and held it in 6 quarters.
  • Avantra Family Wealth's Leidos position peaked at $899K in Q4 2024.
  • 267 funds tracked by Wall St. Rank held Leidos as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.