Institute for Wealth Management’s Leonardo DRS DRS Stock Holding History

Institute for Wealth 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	$3.02K	Buy	+71	New	+$3.15K	﹤0.01%	1534

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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Munro Partners Melbourne, Australia $4.54B AUM 84.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Institute for Wealth Management's DRS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Leonardo DRS (DRS) in Q2 2026: 71 shares worth $3.02K. The stake represents ﹤0.01% of the portfolio and ranks #1534 among its holdings.

173 funds tracked by Wall St. Rank hold DRS as of Q2 2026.

Institute for Wealth Management held 71 shares of Leonardo DRS worth $3.02K as of Q2 2026.
Leonardo DRS was a new Institute for Wealth Management position in Q2 2026.
Leonardo DRS made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1534 holding.
173 funds tracked by Wall St. Rank held Leonardo DRS as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.