EWA
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EverSource Wealth Advisors’s Leonardo DRS DRS Stock Holding History

EverSource Wealth 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 		$80K Buy
1,798
+607
+51% +$25.6K ﹤0.01% 1568
2025
Q4 		$40.6K Sell
1,191
-19
-2% -$701 ﹤0.01% 1892
2025
Q3 		$54.9K Buy
1,210
+772
+176% +$33.6K ﹤0.01% 1637
2025
Q2 		$20.4K Buy
438
+419
+2,205% +$16.8K ﹤0.01% 2272
2025
Q1 		$624 Sell
19
-54
-74% -$1.78K ﹤0.01% 3384
2024
Q4 		$2.36K Buy
+73
New +$2.37K ﹤0.01% 2652
2024
Q1 		– Sell
-430
Closed -$8.62K – 2919
2023
Q4 		$8.62K Buy
+430
New +$8.11K ﹤0.01% 1627

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