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Addison Advisors’s Advanced Drainage Systems WMS Stock Holding History

Addison 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 		– Sell
-65
Closed -$8.91K – 1008
2026
Q1 		$8.91K Hold
65
– – ﹤0.01% 670
2025
Q4 		$9.41K Hold
65
– – ﹤0.01% 635
2025
Q3 		$9.02K Hold
65
– – ﹤0.01% 644
2025
Q2 		$7.47K Hold
65
– – ﹤0.01% 658
2025
Q1 		$7.06K Hold
65
– – ﹤0.01% 630
2024
Q4 		$7.51K Hold
65
– – ﹤0.01% 627
2024
Q3 		$10.2K Hold
65
– – ﹤0.01% 594
2024
Q2 		$10.4K Hold
65
– – ﹤0.01% 559
2024
Q1 		$11.2K Hold
65
– – ﹤0.01% 511
2023
Q4 		$9.14K Buy
+65
New +$7.84K ﹤0.01% 520

Other funds holding WMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Addison Advisors's WMS Position: Q2 2026 in Review

Addison Advisors sold out of Advanced Drainage Systems (WMS) in Q2 2026, closing a stake of 65 shares — an estimated $8.91K sold.

Addison Advisors first reported a position in WMS in Q4 2023 and held it in 10 quarters. The position peaked at $11.2K in Q1 2024. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Addison Advisors reported no remaining Advanced Drainage Systems position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 65 Advanced Drainage Systems shares in Q2 2026, an estimated $8.91K.
  • Addison Advisors first reported a position in Advanced Drainage Systems in Q4 2023 and held it in 10 quarters.
  • Addison Advisors's Advanced Drainage Systems position peaked at $11.2K in Q1 2024.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.