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Summit Trail Advisors’s Leonardo DRS DRS Stock Holding History

Summit Trail Advisors’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 		$480K Buy
11,245
+1,218
+12% +$54.1K 0.01% 1227
2026
Q1 		$446K Sell
10,027
-3,763
-27% -$159K 0.01% 1196
2025
Q4 		$470K Buy
13,790
+2,100
+18% +$77.5K 0.01% 1097
2025
Q3 		$531K Buy
+11,690
New +$509K 0.01% 1062

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

Summit Trail Advisors's DRS Position: Q2 2026 in Review

Summit Trail Advisors increased its Leonardo DRS (DRS) stake by 12% in Q2 2026, buying an estimated $54.1K and bringing the position to 11,245 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #1227.

Summit Trail Advisors first reported a position in DRS in Q3 2025 and has held it in 4 quarters since. The position peaked at $531K in Q3 2025. 379 funds tracked by Wall St. Rank hold DRS as of Q2 2026.

  • Summit Trail Advisors held 11,245 shares of Leonardo DRS worth $480K as of Q2 2026.
  • Summit Trail Advisors bought 1,218 Leonardo DRS shares in Q2 2026, an estimated $54.1K.
  • Leonardo DRS made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1227 holding.
  • Summit Trail Advisors first reported a position in Leonardo DRS in Q3 2025 and has held it in 4 quarters since.
  • Summit Trail Advisors's Leonardo DRS position peaked at $531K in Q3 2025.
  • 379 funds tracked by Wall St. Rank held Leonardo DRS as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.