True Wealth Design
DRS icon

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
Q3 		$32.6K Sell
891
-313
-26% -$13.1K 0.01% 669
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% +$4.94K 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 		$1.74K Buy
54
+3
+6% +$97 ﹤0.01% 775
2024
Q3 		$1.44K Buy
+51
New +$1.4K ﹤0.01% 876

Other funds holding DRS

Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Tower View Wealth Management
Tower View Wealth Management Shorewood, Wisconsin $231M AUM 32.95% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Illumine Investment Management
Illumine Investment Management Poulsbo, Washington $144M AUM 33.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Motley Fool Asset Management
Motley Fool Asset Management Alexandria, Virginia $2.64B AUM 26.58% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

True Wealth Design's DRS Position: Q3 2026 in Review

True Wealth Design reduced its Leonardo DRS (DRS) stake by 26% in Q3 2026, selling an estimated $13.1K and leaving 891 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #669.

True Wealth Design first reported a position in DRS in Q3 2024 and has held it in 9 quarters since. The position peaked at $51.4K in Q2 2026. 82 funds tracked by Wall St. Rank hold DRS as of Q3 2026.

  • True Wealth Design held 891 shares of Leonardo DRS worth $32.6K as of Q3 2026.
  • True Wealth Design sold 313 Leonardo DRS shares in Q3 2026, an estimated $13.1K.
  • Leonardo DRS made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #669 holding.
  • True Wealth Design first reported a position in Leonardo DRS in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's Leonardo DRS position peaked at $51.4K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held Leonardo DRS as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.