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Tower View Wealth Management’s Leonardo DRS DRS Stock Holding History

Tower View 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
Q1 		$4.07M Sell
91,381
-4,069
-4% -$172K 2.09% 19
2025
Q4 		$3.25M Buy
95,450
+1,160
+1% +$42.8K 1.61% 22
2025
Q3 		$4.28M Buy
94,290
+864
+0.9% +$37.6K 2.21% 20
2025
Q2 		$4.34M Sell
93,426
-7,039
-7% -$283K 2.25% 20
2025
Q1 		$3.3M Sell
100,465
-634
-0.6% -$20.9K 1.92% 26
2024
Q4 		$3.27M Buy
101,099
+20
+0% +$650 1.73% 28
2024
Q3 		$2.85M Sell
101,079
-195
-0.2% -$5.36K 1.56% 28
2024
Q2 		$2.58M Buy
101,274
+124
+0.1% +$2.84K 1.48% 30
2024
Q1 		$2.23M Buy
101,150
+605
+0.6% +$12.6K 1.31% 35
2023
Q4 		$2.02M Buy
100,545
+1,201
+1% +$22.7K 1.25% 36
2023
Q3 		$1.66M Buy
99,344
+201
+0.2% +$3.39K 1.17% 35
2023
Q2 		$1.72M Sell
99,143
-4,415
-4% -$68.3K 1.17% 36
2023
Q1 		$1.34M Buy
+103,558
New +$1.34M 0.9% 42

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

Tower View Wealth Management's DRS Position: Q1 2026 in Review

Tower View Wealth Management reduced its Leonardo DRS (DRS) stake by 4.3% in Q1 2026, selling an estimated $172K and leaving 91,381 shares worth $4.07M. The position accounts for 2.09% of the portfolio, ranked #19.

Tower View Wealth Management first reported a position in DRS in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.34M in Q2 2025. 339 funds tracked by Wall St. Rank hold DRS as of Q1 2026.

  • Tower View Wealth Management held 91,381 shares of Leonardo DRS worth $4.07M as of Q1 2026.
  • Tower View Wealth Management sold 4,069 Leonardo DRS shares in Q1 2026, an estimated $172K.
  • Leonardo DRS made up 2.09% of Tower View Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Tower View Wealth Management first reported a position in Leonardo DRS in Q1 2023 and has held it in 13 quarters since.
  • Tower View Wealth Management's Leonardo DRS position peaked at $4.34M in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Leonardo DRS as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.