AA
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return