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Allworth Financial’s Advanced Drainage Systems WMS Stock Holding History

Allworth 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
Q2 		$25.6K Sell
163
-76
-32% -$10.9K ﹤0.01% 2999
2026
Q1 		$32.8K Buy
239
+125
+110% +$19.3K ﹤0.01% 2635
2025
Q4 		$16.5K Sell
114
-14
-11% -$2.03K ﹤0.01% 2932
2025
Q3 		$17.8K Buy
128
+84
+191% +$11K ﹤0.01% 2776
2025
Q2 		$5.05K Buy
44
+2
+5% +$224 ﹤0.01% 3252
2025
Q1 		$4.67K Buy
42
+4
+11% +$466 ﹤0.01% 2794
2024
Q4 		$4.75K Sell
38
-13
-25% -$1.8K ﹤0.01% 2787
2024
Q3 		$8.02K Buy
51
+22
+76% +$3.44K ﹤0.01% 2357
2024
Q2 		$4.83K Buy
29
+9
+45% +$1.5K ﹤0.01% 2537
2024
Q1 		$3.44K Buy
20
+1
+5% +$151 ﹤0.01% 2567
2023
Q4 		$2.67K Sell
19
-2
-10% -$241 ﹤0.01% 2549
2023
Q3 		$2.39K Sell
21
-15
-42% -$1.83K ﹤0.01% 2456
2023
Q2 		$4.1K Buy
36
+17
+89% +$1.6K ﹤0.01% 2189
2023
Q1 		$1.6K Buy
19
+7
+58% +$616 ﹤0.01% 2504
2022
Q4 		$984 Buy
12
+9
+300% +$912 ﹤0.01% 2481
2022
Q3 		$0 Sell
3
-1
-25% -$124 ﹤0.01% 3151
2022
Q2 		$0 Sell
4
-98
-96% -$10.1K ﹤0.01% 2864
2022
Q1 		$12K Buy
102
+2
+2% +$237 ﹤0.01% 1442
2021
Q4 		$14K Hold
100
– – ﹤0.01% 1277
2021
Q3 		$11K Buy
+100
New +$11.5K ﹤0.01% 1315

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

Allworth Financial's WMS Position: Q2 2026 in Review

Allworth Financial reduced its Advanced Drainage Systems (WMS) stake by 32% in Q2 2026, selling an estimated $10.9K and leaving 163 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2999.

Allworth Financial first reported a position in WMS in Q3 2021 and has held it in 20 quarters since. The position peaked at $32.8K in Q1 2026. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Allworth Financial held 163 shares of Advanced Drainage Systems worth $25.6K as of Q2 2026.
  • Allworth Financial sold 76 Advanced Drainage Systems shares in Q2 2026, an estimated $10.9K.
  • Advanced Drainage Systems made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2999 holding.
  • Allworth Financial first reported a position in Advanced Drainage Systems in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's Advanced Drainage Systems position peaked at $32.8K in Q1 2026.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.