Forum Financial Management
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Forum Financial Management’s Leonardo DRS DRS Stock Holding History

Forum Financial Management’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
2025
Q4 		– Sell
-4,924
Closed -$224K – 1027
2025
Q3 		$224K Buy
4,924
+1
+0% +$44 ﹤0.01% 904
2025
Q2 		$229K Buy
+4,923
New +$198K ﹤0.01% 826

Other funds holding DRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Forum Financial Management's DRS Position: Q4 2025 in Review

Forum Financial Management sold out of Leonardo DRS (DRS) in Q4 2025, closing a stake of 4,924 shares — an estimated $224K sold.

Forum Financial Management first reported a position in DRS in Q2 2025 and held it in 2 quarters. The position peaked at $229K in Q2 2025. 317 funds tracked by Wall St. Rank hold DRS as of Q4 2025.

  • Forum Financial Management reported no remaining Leonardo DRS position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 4,924 Leonardo DRS shares in Q4 2025, an estimated $224K.
  • Forum Financial Management first reported a position in Leonardo DRS in Q2 2025 and held it in 2 quarters.
  • Forum Financial Management's Leonardo DRS position peaked at $229K in Q2 2025.
  • 317 funds tracked by Wall St. Rank held Leonardo DRS as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.