Creative Planning
DRS icon

Creative Planning’s Leonardo DRS DRS Stock Holding History

Creative Planning’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 		$5.22M Buy
122,404
+48,649
+66% +$2.16M ﹤0.01% 1379
2026
Q1 		$3.28M Buy
73,755
+32,576
+79% +$1.37M ﹤0.01% 1504
2025
Q4 		$1.4M Buy
41,179
+12,645
+44% +$467K ﹤0.01% 2008
2025
Q3 		$1.3M Buy
28,534
+5,149
+22% +$224K ﹤0.01% 1887
2025
Q2 		$1.09M Buy
23,385
+11,268
+93% +$453K ﹤0.01% 1785
2025
Q1 		$398K Buy
+12,117
New +$400K ﹤0.01% 2501

Other funds holding DRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VOYA Investment Management
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

Creative Planning's DRS Position: Q2 2026 in Review

Creative Planning increased its Leonardo DRS (DRS) stake by 66% in Q2 2026, buying an estimated $2.16M and bringing the position to 122,404 shares worth $5.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Creative Planning first reported a position in DRS in Q1 2025 and has held it in 6 quarters since. 379 funds tracked by Wall St. Rank hold DRS as of Q2 2026.

  • Creative Planning held 122,404 shares of Leonardo DRS worth $5.22M as of Q2 2026.
  • Creative Planning bought 48,649 Leonardo DRS shares in Q2 2026, an estimated $2.16M.
  • Leonardo DRS made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1379 holding.
  • Creative Planning first reported a position in Leonardo DRS in Q1 2025 and has held it in 6 quarters since.
  • 379 funds tracked by Wall St. Rank held Leonardo DRS as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.