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Essential Partners’s Leonardo DRS DRS Stock Holding History

Essential Partners’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 		$28.6K Sell
780
-419
-35% -$17.5K 0.01% 795
2026
Q2 		$51.2K Sell
1,199
-103
-8% -$4.58K 0.02% 609
2026
Q1 		$58K Buy
1,302
+530
+69% +$22.3K 0.02% 565
2025
Q4 		$26.3K Sell
772
-835
-52% -$30.8K 0.01% 809
2025
Q3 		$73K Buy
1,607
+1,116
+227% +$48.6K 0.02% 504
2025
Q2 		$22.8K Buy
+491
New +$19.7K 0.01% 637

Other funds holding DRS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
KG
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Essential Partners's DRS Position: Q3 2026 in Review

Essential Partners reduced its Leonardo DRS (DRS) stake by 35% in Q3 2026, selling an estimated $17.5K and leaving 780 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #795.

Essential Partners first reported a position in DRS in Q2 2025 and has held it in 6 quarters since. The position peaked at $73K in Q3 2025. 28 funds tracked by Wall St. Rank hold DRS as of Q3 2026.

  • Essential Partners held 780 shares of Leonardo DRS worth $28.6K as of Q3 2026.
  • Essential Partners sold 419 Leonardo DRS shares in Q3 2026, an estimated $17.5K.
  • Leonardo DRS made up 0.01% of Essential Partners's portfolio in Q3 2026, its #795 holding.
  • Essential Partners first reported a position in Leonardo DRS in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Leonardo DRS position peaked at $73K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Leonardo DRS as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.