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True Wealth Design’s Leonardo DRS DRS Stock Holding History

True Wealth Design’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 		$51.4K Buy
1,204
+329
+38% +$14.6K 0.01% 480
2026
Q1 		$39K Buy
875
+200
+30% +$8.43K 0.01% 477
2025
Q4 		$23K Buy
675
+134
+25% +$4.95K 0.01% 564
2025
Q3 		$24.6K Buy
541
+298
+123% +$13K 0.01% 536
2025
Q2 		$11.3K Buy
243
+149
+159% +$5.98K ﹤0.01% 535
2025
Q1 		$3.09K Buy
94
+40
+74% +$1.32K ﹤0.01% 845
2024
Q4 		$1.75K Buy
54
+3
+6% +$97 ﹤0.01% 775
2024
Q3 		$1.44K Buy
+51
New +$1.4K ﹤0.01% 876

Other funds holding DRS

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

True Wealth Design's DRS Position: Q2 2026 in Review

True Wealth Design increased its Leonardo DRS (DRS) stake by 38% in Q2 2026, buying an estimated $14.6K and bringing the position to 1,204 shares worth $51.4K. The position accounts for 0.01% of the portfolio, ranked #480.

True Wealth Design first reported a position in DRS in Q3 2024 and has held it in 8 quarters since. 32 funds tracked by Wall St. Rank hold DRS as of Q2 2026.

  • True Wealth Design held 1,204 shares of Leonardo DRS worth $51.4K as of Q2 2026.
  • True Wealth Design bought 329 Leonardo DRS shares in Q2 2026, an estimated $14.6K.
  • Leonardo DRS made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #480 holding.
  • True Wealth Design first reported a position in Leonardo DRS in Q3 2024 and has held it in 8 quarters since.
  • 32 funds tracked by Wall St. Rank held Leonardo DRS as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.