Advisornet Financial’s Advanced Drainage Systems WMS Stock Holding History

Advisornet Financial’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	$274	Buy	+2	New	+$309	﹤0.01%	2152
2025 Q2	–	Sell	-4	Closed	-$435	–	2380
2025 Q1	$435	Buy	+4	New	+$466	﹤0.01%	1984
2024 Q4	–	Sell	-2	Closed	-$314	–	2284
2024 Q3	$314	Sell	2 -1	-33%	-$156	﹤0.01%	2072
2024 Q2	$481	Sell	3 -4	-57%	-$668	﹤0.01%	1945
2024 Q1	$1.21K	Sell	7 -13	-65%	-$1.96K	﹤0.01%	1713
2023 Q4	$2.81K	Buy	20 +3	+18%	+$362	﹤0.01%	1621
2023 Q3	$1.94K	Buy	17 +1	+6%	+$122	﹤0.01%	1640
2023 Q2	$1.82K	Buy	16 +10	+167%	+$944	﹤0.01%	1748
2023 Q1	$505	Sell	6 -9	-60%	-$792	﹤0.01%	2070
2022 Q4	$1.23K	Buy	+15	New	+$1.52K	﹤0.01%	1782

Other funds holding WMS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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