Planning Strategies Inc.’s Leonardo DRS DRS Stock Holding History

Planning Strategies Inc.’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	$768	Buy	+18	New	+$800	﹤0.01%	791

Other funds holding DRS

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Tower View Wealth Management Shorewood, Wisconsin $227M AUM 41.04% 1-Year Est. Return

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

Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Aubrey Capital Management Edinburgh, United Kingdom $160M AUM 57.12% 1-Year Est. Return

Planning Strategies Inc.'s DRS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Leonardo DRS (DRS) in Q2 2026: 18 shares worth $768. The stake represents ﹤0.01% of the portfolio and ranks #791 among its holdings.

85 funds tracked by Wall St. Rank hold DRS as of Q2 2026.

Planning Strategies Inc. held 18 shares of Leonardo DRS worth $768 as of Q2 2026.
Leonardo DRS was a new Planning Strategies Inc. position in Q2 2026.
Leonardo DRS made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #791 holding.
85 funds tracked by Wall St. Rank held Leonardo DRS as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.