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Clearstead Advisors’s Leonardo DRS DRS Stock Holding History

Clearstead Advisors’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
Q1 		– Sell
-70
Closed -$2.39K – 2413
2025
Q4 		$2.39K Sell
70
-614
-90% -$22.7K ﹤0.01% 2123
2025
Q3 		$31.1K Buy
684
+581
+564% +$25.3K ﹤0.01% 1449
2025
Q2 		$4.79K Sell
103
-17
-14% -$683 ﹤0.01% 2121
2025
Q1 		$3.96K Hold
120
– – ﹤0.01% 1790
2024
Q4 		$3.88K Hold
120
– – ﹤0.01% 1761
2024
Q3 		$3.39K Hold
120
– – ﹤0.01% 1770
2024
Q2 		$3.06K Hold
120
– – ﹤0.01% 1764
2024
Q1 		$2.74K Buy
+120
New +$2.49K ﹤0.01% 1272
2023
Q1 		– Sell
-50
Closed -$639 – 1378
2022
Q4 		$639 Buy
+50
New +$580 ﹤0.01% 1207

Other funds holding DRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return