Herald Investment Management’s Leonardo DRS DRS Stock Holding History

Herald Investment 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
2026 Q2	$9.37M	Sell	219,500 -65,500	-23%	-$2.91M	1.27%	24
2026 Q1	$12.7M	Hold	285,000	–	–	1.77%	12
2025 Q4	$9.71M	Hold	285,000	–	–	1.27%	22
2025 Q3	$12.9M	Sell	285,000 -15,000	-5%	-$654K	1.72%	11
2025 Q2	$13.9M	Sell	300,000 -20,000	-6%	-$803K	2.07%	11
2025 Q1	$10.5M	Hold	320,000	–	–	1.97%	14
2024 Q4	$10.3M	Sell	320,000 -15,000	-4%	-$487K	1.69%	16
2024 Q3	$9.45M	Sell	335,000 -15,000	-4%	-$412K	1.63%	16
2024 Q2	$8.93M	Hold	350,000	–	–	1.46%	16
2024 Q1	$7.72M	Hold	350,000	–	–	1.25%	20
2023 Q4	$7.01M	Hold	350,000	–	–	1.34%	18
2023 Q3	$5.85M	Hold	350,000	–	–	1.24%	21
2023 Q2	$6.07M	Hold	350,000	–	–	1.18%	22
2023 Q1	$4.54M	Hold	350,000	–	–	1.01%	29
2022 Q4	$4.47M	Buy	+350,000	New	+$4.06M	1.1%	25

Other funds holding DRS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Herald Investment Management's DRS Position: Q2 2026 in Review

Herald Investment Management reduced its Leonardo DRS (DRS) stake by 23% in Q2 2026, selling an estimated $2.91M and leaving 219,500 shares worth $9.37M. The position accounts for 1.27% of the portfolio, ranked #24.

Herald Investment Management first reported a position in DRS in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.9M in Q2 2025. 374 funds tracked by Wall St. Rank hold DRS as of Q2 2026.

Herald Investment Management held 219,500 shares of Leonardo DRS worth $9.37M as of Q2 2026.
Herald Investment Management sold 65,500 Leonardo DRS shares in Q2 2026, an estimated $2.91M.
Leonardo DRS made up 1.27% of Herald Investment Management's portfolio in Q2 2026, its #24 holding.
Herald Investment Management first reported a position in Leonardo DRS in Q4 2022 and has held it in 15 quarters since.
Herald Investment Management's Leonardo DRS position peaked at $13.9M in Q2 2025.
374 funds tracked by Wall St. Rank held Leonardo DRS as of Q2 2026.

Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.