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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
Q2 		– Sell
-1,194
Closed -$53.2K – 1158
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

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Vanguard Portfolio Management
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Vanguard Capital Management
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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

Root Financial Partners's DRS Position: Q2 2026 in Review

Root Financial Partners sold out of Leonardo DRS (DRS) in Q2 2026, closing a stake of 1,194 shares — an estimated $53.2K sold.

Root Financial Partners first reported a position in DRS in Q3 2025 and held it in 3 quarters. The position peaked at $53.2K in Q1 2026. 380 funds tracked by Wall St. Rank hold DRS as of Q2 2026.

  • Root Financial Partners reported no remaining Leonardo DRS position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,194 Leonardo DRS shares in Q2 2026, an estimated $53.2K.
  • Root Financial Partners first reported a position in Leonardo DRS in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Leonardo DRS position peaked at $53.2K in Q1 2026.
  • 380 funds tracked by Wall St. Rank held Leonardo DRS as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.