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Waverly Advisors’s Leidos LDOS Stock Holding History

Waverly Advisors’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
Q2 		$230K Sell
2,237
-1,344
-38% -$178K ﹤0.01% 1560
2026
Q1 		$557K Buy
3,581
+1,938
+118% +$348K ﹤0.01% 1031
2025
Q4 		$296K Buy
1,643
+443
+37% +$83.9K ﹤0.01% 1210
2025
Q3 		$227K Buy
+1,200
New +$209K ﹤0.01% 1156
2015
Q2 		– Sell
-567
Closed -$24K – 381
2015
Q1 		$24K Hold
567
– – 0.01% 181
2014
Q4 		$25K Sell
567
-23
-4% -$900 0.01% 193
2014
Q3 		$20K Hold
590
– – 0.01% 331
2014
Q2 		$23K Sell
590
-38
-6% -$1.44K 0.01% 308
2014
Q1 		$22K Buy
628
+38
+6% +$1.69K 0.01% 303
2013
Q4 		$27K Buy
+590
New +$27.2K 0.01% 411

Other funds holding LDOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Waverly Advisors's LDOS Position: Q2 2026 in Review

Waverly Advisors reduced its Leidos (LDOS) stake by 38% in Q2 2026, selling an estimated $178K and leaving 2,237 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Waverly Advisors first reported a position in LDOS in Q4 2013 and has held it in 10 quarters since. The position peaked at $557K in Q1 2026. 775 funds tracked by Wall St. Rank hold LDOS as of Q2 2026.

  • Waverly Advisors held 2,237 shares of Leidos worth $230K as of Q2 2026.
  • Waverly Advisors sold 1,344 Leidos shares in Q2 2026, an estimated $178K.
  • Leidos made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1560 holding.
  • Waverly Advisors first reported a position in Leidos in Q4 2013 and has held it in 10 quarters since.
  • Waverly Advisors's Leidos position peaked at $557K in Q1 2026.
  • 775 funds tracked by Wall St. Rank held Leidos as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.