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 Q3	$470K	Hold	12,840	–	–	0.26%	44
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

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

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

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Ledgewood Wealth Advisors's DRS Position: Q3 2026 in Review

Ledgewood Wealth Advisors held its Leonardo DRS (DRS) position steady in Q3 2026 at 12,840 shares worth $470K. The position accounts for 0.26% of the portfolio, ranked #44.

Ledgewood Wealth Advisors first reported a position in DRS in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.81M in Q2 2025. 28 funds tracked by Wall St. Rank hold DRS as of Q3 2026.

Ledgewood Wealth Advisors held 12,840 shares of Leonardo DRS worth $470K as of Q3 2026.
Ledgewood Wealth Advisors left its Leonardo DRS share count unchanged in Q3 2026.
Leonardo DRS made up 0.26% of Ledgewood Wealth Advisors's portfolio in Q3 2026, its #44 holding.
Ledgewood Wealth Advisors first reported a position in Leonardo DRS in Q4 2023 and has held it in 12 quarters since.
Ledgewood Wealth Advisors's Leonardo DRS position peaked at $1.81M in Q2 2025.
28 funds tracked by Wall St. Rank held Leonardo DRS as of Q3 2026.

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