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Root Financial Partners’s Leonardo DRS DRS Stock Holding History

Root Financial Partners’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
Q1 		$53.2K Buy
1,194
+967
+426% +$40.8K ﹤0.01% 858
2025
Q4 		$7.74K Sell
227
-99
-30% -$3.65K ﹤0.01% 1613
2025
Q3 		$14.8K Buy
+326
New +$14.2K ﹤0.01% 1270

Other funds holding DRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Root Financial Partners's DRS Position: Q1 2026 in Review

Root Financial Partners increased its Leonardo DRS (DRS) stake by 426% in Q1 2026, buying an estimated $40.8K and bringing the position to 1,194 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Root Financial Partners first reported a position in DRS in Q3 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold DRS as of Q1 2026.

  • Root Financial Partners held 1,194 shares of Leonardo DRS worth $53.2K as of Q1 2026.
  • Root Financial Partners bought 967 Leonardo DRS shares in Q1 2026, an estimated $40.8K.
  • Leonardo DRS made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #858 holding.
  • Root Financial Partners first reported a position in Leonardo DRS in Q3 2025 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held Leonardo DRS as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.