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Mount Yale Investment Advisors’s Leonardo DRS DRS Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-350
Closed -$16.3K – 906
2025
Q2 		$16.3K Buy
+350
New +$14.1K ﹤0.01% 1076

Other funds holding DRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Mount Yale Investment Advisors's DRS Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Leonardo DRS (DRS) in Q3 2025, closing a stake of 350 shares — an estimated $16.3K sold.

Mount Yale Investment Advisors first reported a position in DRS in Q2 2025 and held it in 1 quarter. The position peaked at $16.3K in Q2 2025. 318 funds tracked by Wall St. Rank hold DRS as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Leonardo DRS position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 350 Leonardo DRS shares in Q3 2025, an estimated $16.3K.
  • Mount Yale Investment Advisors first reported a position in Leonardo DRS in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Leonardo DRS position peaked at $16.3K in Q2 2025.
  • 318 funds tracked by Wall St. Rank held Leonardo DRS as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.