STACKSTONE WEALTH, LLC’s Advanced Drainage Systems WMS Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio WMS Stock Details WMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.38M	Buy	+18,792	New	+$2.63M	0.23%	124

Other funds holding WMS

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

BAM

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

STACKSTONE WEALTH, LLC's WMS Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Advanced Drainage Systems (WMS) in Q3 2026: 18,792 shares worth $2.38M. The stake represents 0.23% of the portfolio and ranks #124 among its holdings.

72 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

STACKSTONE WEALTH, LLC held 18,792 shares of Advanced Drainage Systems worth $2.38M as of Q3 2026.
Advanced Drainage Systems was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Advanced Drainage Systems made up 0.23% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #124 holding.
72 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.