Ledgewood Wealth Advisors’s Leonardo DRS DRS Stock Holding History

Ledgewood Wealth Advisors’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	$548K	Sell	12,840 -22,000	-63%	-$978K	0.29%	45
2026 Q1	$1.55M	Sell	34,840 -750	-2%	-$31.6K	0.87%	25
2025 Q4	$1.21M	Sell	35,590 -410	-1%	-$15.1K	0.7%	28
2025 Q3	$1.63M	Sell	36,000 -3,000	-8%	-$131K	0.97%	26
2025 Q2	$1.81M	Hold	39,000	–	–	1.14%	21
2025 Q1	$1.28M	Sell	39,000 -150	-0.4%	-$4.95K	0.83%	24
2024 Q4	$1.26M	Hold	39,150	–	–	0.82%	26
2024 Q3	$1.1M	Hold	39,150	–	–	0.74%	24
2024 Q2	$999K	Sell	39,150 -500	-1%	-$11.4K	0.86%	24
2024 Q1	$876K	Hold	39,650	–	–	0.81%	23
2023 Q4	$795K	Buy	+39,650	New	+$748K	0.73%	24

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

Ledgewood Wealth Advisors's DRS Position: Q2 2026 in Review

Ledgewood Wealth Advisors reduced its Leonardo DRS (DRS) stake by 63% in Q2 2026, selling an estimated $978K and leaving 12,840 shares worth $548K. The position accounts for 0.29% of the portfolio, ranked #45.

Ledgewood Wealth Advisors first reported a position in DRS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.81M in Q2 2025. 378 funds tracked by Wall St. Rank hold DRS as of Q2 2026.

Ledgewood Wealth Advisors held 12,840 shares of Leonardo DRS worth $548K as of Q2 2026.
Ledgewood Wealth Advisors sold 22,000 Leonardo DRS shares in Q2 2026, an estimated $978K.
Leonardo DRS made up 0.29% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Ledgewood Wealth Advisors first reported a position in Leonardo DRS in Q4 2023 and has held it in 11 quarters since.
Ledgewood Wealth Advisors's Leonardo DRS position peaked at $1.81M in Q2 2025.
378 funds tracked by Wall St. Rank held Leonardo DRS as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.