CX Institutional
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CX Institutional’s Leonardo DRS DRS Stock Holding History

CX Institutional’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 		$35K Buy
962
+906
+1,618% +$37.8K ﹤0.01% 1090
2026
Q2 		$2K Sell
56
-263
-82% -$11.7K ﹤0.01% 1462
2026
Q1 		$14K Buy
+319
New +$13.4K ﹤0.01% 1207

Other funds holding DRS

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Tower View Wealth Management
Tower View Wealth Management Shorewood, Wisconsin $231M AUM 32.95% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Illumine Investment Management
Illumine Investment Management Poulsbo, Washington $144M AUM 33.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

CX Institutional's DRS Position: Q3 2026 in Review

CX Institutional increased its Leonardo DRS (DRS) stake by 1,618% in Q3 2026, buying an estimated $37.8K and bringing the position to 962 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

CX Institutional first reported a position in DRS in Q1 2026 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold DRS as of Q3 2026.

  • CX Institutional held 962 shares of Leonardo DRS worth $35K as of Q3 2026.
  • CX Institutional bought 906 Leonardo DRS shares in Q3 2026, an estimated $37.8K.
  • Leonardo DRS made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1090 holding.
  • CX Institutional first reported a position in Leonardo DRS in Q1 2026 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Leonardo DRS as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.