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Insight Wealth Strategies’s Leidos LDOS Stock Holding History

Insight Wealth Strategies’s Portfolio LDOS Stock Details LDOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$263K Sell
2,157
-40,590
-95% -$5.07M 0.03% 172
2026
Q2 		$4.41M Buy
42,747
+15,192
+55% +$2.02M 0.43% 78
2026
Q1 		$4.29M Buy
27,555
+380
+1% +$68.2K 0.48% 67
2025
Q4 		$4.9M Sell
27,175
-2,292
-8% -$434K 0.56% 51
2025
Q3 		$5.57M Buy
29,467
+475
+2% +$82.7K 0.66% 41
2025
Q2 		$4.67M Buy
28,992
+26,907
+1,291% +$3.98M 0.59% 45
2025
Q1 		$281K Buy
2,085
+11
+0.5% +$1.54K 0.04% 139
2024
Q4 		$299K Buy
2,074
+325
+19% +$54.1K 0.04% 136
2024
Q3 		$285K Buy
1,749
+4
+0.2% +$605 0.04% 145
2024
Q2 		$255K Buy
1,745
+4
+0.2% +$559 0.04% 147
2024
Q1 		$228K Buy
+1,741
New +$208K 0.03% 154

Other funds holding LDOS

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Insight Wealth Strategies's LDOS Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Leidos (LDOS) stake by 95% in Q3 2026, selling an estimated $5.07M and leaving 2,157 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #172.

Insight Wealth Strategies first reported a position in LDOS in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.57M in Q3 2025. 25 funds tracked by Wall St. Rank hold LDOS as of Q3 2026.

  • Insight Wealth Strategies held 2,157 shares of Leidos worth $263K as of Q3 2026.
  • Insight Wealth Strategies sold 40,590 Leidos shares in Q3 2026, an estimated $5.07M.
  • Leidos made up 0.03% of Insight Wealth Strategies's portfolio in Q3 2026, its #172 holding.
  • Insight Wealth Strategies first reported a position in Leidos in Q1 2024 and has held it in 11 quarters since.
  • Insight Wealth Strategies's Leidos position peaked at $5.57M in Q3 2025.
  • 25 funds tracked by Wall St. Rank held Leidos as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.