AA Financial Advisors’s Advanced Drainage Systems WMS Stock Holding History

AA Financial Advisors’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 Q2	$1.49M	Sell	9,480 -672	-7%	-$96K	0.18%	88
2026 Q1	$1.39M	Hold	10,152	–	–	0.2%	87
2025 Q4	$1.47M	Hold	10,152	–	–	0.27%	66
2025 Q3	$1.41M	Sell	10,152 -5,857	-37%	-$769K	0.28%	60
2025 Q2	$1.84M	Sell	16,009 -358	-2%	-$40.1K	0.4%	49
2025 Q1	$1.78M	Sell	16,367 -73	-0.4%	-$8.51K	0.43%	47
2024 Q4	$1.9M	Buy	+16,440	New	+$2.28M	0.51%	46

Other funds holding WMS

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

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

AA Financial Advisors's WMS Position: Q2 2026 in Review

AA Financial Advisors reduced its Advanced Drainage Systems (WMS) stake by 6.6% in Q2 2026, selling an estimated $96K and leaving 9,480 shares worth $1.49M. The position accounts for 0.18% of the portfolio, ranked #88.

AA Financial Advisors first reported a position in WMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q4 2024. 81 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

AA Financial Advisors held 9,480 shares of Advanced Drainage Systems worth $1.49M as of Q2 2026.
AA Financial Advisors sold 672 Advanced Drainage Systems shares in Q2 2026, an estimated $96K.
Advanced Drainage Systems made up 0.18% of AA Financial Advisors's portfolio in Q2 2026, its #88 holding.
AA Financial Advisors first reported a position in Advanced Drainage Systems in Q4 2024 and has held it in 7 quarters since.
AA Financial Advisors's Advanced Drainage Systems position peaked at $1.9M in Q4 2024.
81 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.