True Wealth Design’s Leidos LDOS Stock Holding History

True Wealth Design’s Portfolio LDOS Stock Details LDOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$65.5K	Buy	538 +356	+196%	+$44.5K	0.02%	416
2026 Q2	$18.7K	Sell	182 -107	-37%	-$14.2K	﹤0.01%	833
2026 Q1	$44.9K	Sell	289 -53	-15%	-$9.5K	0.01%	433
2025 Q4	$61.7K	Sell	342 -1	-0.3%	-$189	0.02%	280
2025 Q3	$64.8K	Buy	343 +143	+72%	+$24.9K	0.02%	264
2025 Q2	$31.6K	Buy	200 +165	+471%	+$24.4K	0.01%	283
2025 Q1	$4.72K	Buy	+35	New	+$4.89K	﹤0.01%	704
2024 Q4	–	Sell	-135	Closed	-$22K	–	1448
2024 Q3	$22K	Buy	+135	New	+$20.4K	0.01%	312
2023 Q2	–	Sell	-6	Closed	-$553	–	837
2023 Q1	$553	Buy	+6	New	+$580	﹤0.01%	501

Other funds holding LDOS

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

TSS

Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

KPPF

Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return

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

True Wealth Design increased its Leidos (LDOS) stake by 196% in Q3 2026, buying an estimated $44.5K and bringing the position to 538 shares worth $65.5K. The position accounts for 0.02% of the portfolio, ranked #416.

True Wealth Design first reported a position in LDOS in Q1 2023 and has held it in 9 quarters since. 82 funds tracked by Wall St. Rank hold LDOS as of Q3 2026.

True Wealth Design held 538 shares of Leidos worth $65.5K as of Q3 2026.
True Wealth Design bought 356 Leidos shares in Q3 2026, an estimated $44.5K.
Leidos made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #416 holding.
True Wealth Design first reported a position in Leidos in Q1 2023 and has held it in 9 quarters since.
82 funds tracked by Wall St. Rank held Leidos as of Q3 2026.

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