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Pinnacle Wealth Planning Services’s Leonardo DRS DRS Stock Holding History

Pinnacle Wealth Planning Services’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 		$6.27K Sell
147
-2,504
-94% -$111K ﹤0.01% 2241
2026
Q1 		$118K Buy
2,651
+943
+55% +$39.7K 0.01% 716
2025
Q4 		$58.2K Buy
+1,708
New +$63K 0.01% 1104

Other funds holding DRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VOYA Investment Management
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

Pinnacle Wealth Planning Services's DRS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Leonardo DRS (DRS) stake by 94% in Q2 2026, selling an estimated $111K and leaving 147 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2241.

Pinnacle Wealth Planning Services first reported a position in DRS in Q4 2025 and has held it in 3 quarters since. The position peaked at $118K in Q1 2026. 380 funds tracked by Wall St. Rank hold DRS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 147 shares of Leonardo DRS worth $6.27K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 2,504 Leonardo DRS shares in Q2 2026, an estimated $111K.
  • Leonardo DRS made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2241 holding.
  • Pinnacle Wealth Planning Services first reported a position in Leonardo DRS in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Leonardo DRS position peaked at $118K in Q1 2026.
  • 380 funds tracked by Wall St. Rank held Leonardo DRS as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.