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 Q3	–	Sell	-219,500	Closed	-$9.37M	–	29
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

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

Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Herald Investment Management's DRS Position: Q3 2026 in Review

Herald Investment Management sold out of Leonardo DRS (DRS) in Q3 2026, closing a stake of 219,500 shares — an estimated $9.37M sold.

Herald Investment Management first reported a position in DRS in Q4 2022 and held it in 15 quarters. The position peaked at $13.9M in Q2 2025. 28 funds tracked by Wall St. Rank hold DRS as of Q3 2026.

Herald Investment Management reported no remaining Leonardo DRS position as of Q3 2026 after selling out during the quarter.
Herald Investment Management sold 219,500 Leonardo DRS shares in Q3 2026, an estimated $9.37M.
Herald Investment Management first reported a position in Leonardo DRS in Q4 2022 and held it in 15 quarters.
Herald Investment Management's Leonardo DRS position peaked at $13.9M in Q2 2025.
28 funds tracked by Wall St. Rank held Leonardo DRS as of Q3 2026.

Based on Herald Investment Management's 13F filing for Q3 2026.