AA Financial Advisors
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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
Q3 		$1.16M Sell
9,176
-304
-3% -$42.5K 0.14% 111
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

Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

AA Financial Advisors's WMS Position: Q3 2026 in Review

AA Financial Advisors reduced its Advanced Drainage Systems (WMS) stake by 3.2% in Q3 2026, selling an estimated $42.5K and leaving 9,176 shares worth $1.16M. The position accounts for 0.14% of the portfolio, ranked #111.

AA Financial Advisors first reported a position in WMS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.9M in Q4 2024. 322 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

  • AA Financial Advisors held 9,176 shares of Advanced Drainage Systems worth $1.16M as of Q3 2026.
  • AA Financial Advisors sold 304 Advanced Drainage Systems shares in Q3 2026, an estimated $42.5K.
  • Advanced Drainage Systems made up 0.14% of AA Financial Advisors's portfolio in Q3 2026, its #111 holding.
  • AA Financial Advisors first reported a position in Advanced Drainage Systems in Q4 2024 and has held it in 8 quarters since.
  • AA Financial Advisors's Advanced Drainage Systems position peaked at $1.9M in Q4 2024.
  • 322 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.