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Private Wealth Management Group’s Leonardo DRS DRS Stock Holding History

Private Wealth Management Group’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 		– Sell
-40
Closed -$1.78K – 1475
2026
Q1 		$1.78K Buy
+40
New +$1.69K ﹤0.01% 1115

Other funds holding DRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Private Wealth Management Group's DRS Position: Q2 2026 in Review

Private Wealth Management Group sold out of Leonardo DRS (DRS) in Q2 2026, closing a stake of 40 shares — an estimated $1.78K sold.

Private Wealth Management Group first reported a position in DRS in Q1 2026 and held it in 1 quarter. The position peaked at $1.78K in Q1 2026. 378 funds tracked by Wall St. Rank hold DRS as of Q2 2026.

  • Private Wealth Management Group reported no remaining Leonardo DRS position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 40 Leonardo DRS shares in Q2 2026, an estimated $1.78K.
  • Private Wealth Management Group first reported a position in Leonardo DRS in Q1 2026 and held it in 1 quarter.
  • Private Wealth Management Group's Leonardo DRS position peaked at $1.78K in Q1 2026.
  • 378 funds tracked by Wall St. Rank held Leonardo DRS as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.