Action Point Financial Planning’s Advanced Drainage Systems WMS Stock Holding History

Action Point Financial Planning’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	$5.81K	Buy	+39	New	+$5.57K	﹤0.01%	1741

Other funds holding WMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's WMS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Advanced Drainage Systems (WMS) in Q2 2026: 39 shares worth $5.81K. The stake represents ﹤0.01% of the portfolio and ranks #1741 among its holdings.

547 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

Action Point Financial Planning held 39 shares of Advanced Drainage Systems worth $5.81K as of Q2 2026.
Advanced Drainage Systems was a new Action Point Financial Planning position in Q2 2026.
Advanced Drainage Systems made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1741 holding.
547 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.