Caldwell Investment Management’s Leonardo DRS DRS Stock Holding History

Caldwell Investment 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 Q2	$810K	Buy	+19,000	New	+$844K	0.53%	28

Other funds holding DRS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Caldwell Investment Management's DRS Position: Q2 2026 in Review

Caldwell Investment Management opened a new position in Leonardo DRS (DRS) in Q2 2026: 19,000 shares worth $810K. The stake represents 0.53% of the portfolio and ranks #28 among its holdings.

374 funds tracked by Wall St. Rank hold DRS as of Q2 2026.

Caldwell Investment Management held 19,000 shares of Leonardo DRS worth $810K as of Q2 2026.
Leonardo DRS was a new Caldwell Investment Management position in Q2 2026.
Leonardo DRS made up 0.53% of Caldwell Investment Management's portfolio in Q2 2026, its #28 holding.
374 funds tracked by Wall St. Rank held Leonardo DRS as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.