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SHP Wealth Management’s Leonardo DRS DRS Stock Holding History

SHP Wealth Management’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 		$6.83K Buy
160
+117
+272% +$5.2K ﹤0.01% 1083
2026
Q1 		$1.91K Buy
+43
New +$1.81K ﹤0.01% 1287

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

SHP Wealth Management's DRS Position: Q2 2026 in Review

SHP Wealth Management increased its Leonardo DRS (DRS) stake by 272% in Q2 2026, buying an estimated $5.2K and bringing the position to 160 shares worth $6.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

SHP Wealth Management first reported a position in DRS in Q1 2026 and has held it in 2 quarters since. 380 funds tracked by Wall St. Rank hold DRS as of Q2 2026.

  • SHP Wealth Management held 160 shares of Leonardo DRS worth $6.83K as of Q2 2026.
  • SHP Wealth Management bought 117 Leonardo DRS shares in Q2 2026, an estimated $5.2K.
  • Leonardo DRS made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1083 holding.
  • SHP Wealth Management first reported a position in Leonardo DRS in Q1 2026 and has held it in 2 quarters since.
  • 380 funds tracked by Wall St. Rank held Leonardo DRS as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.