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Avalon Trust’s Advanced Drainage Systems WMS Stock Holding History

Avalon Trust’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 		$42.4K Hold
270
– – ﹤0.01% 303
2026
Q1 		$37K Hold
270
– – ﹤0.01% 316
2025
Q4 		$39.1K Hold
270
– – ﹤0.01% 302
2025
Q3 		$37.4K Hold
270
– – ﹤0.01% 348
2025
Q2 		$31K Hold
270
– – ﹤0.01% 296
2025
Q1 		$29.3K Hold
270
– – ﹤0.01% 314
2024
Q4 		$31.2K Hold
270
– – ﹤0.01% 267
2024
Q3 		$42.4K Hold
270
– – ﹤0.01% 230
2024
Q2 		$43.3K Hold
270
– – ﹤0.01% 219
2024
Q1 		$46.5K Hold
270
– – ﹤0.01% 225
2023
Q4 		$38K Buy
+270
New +$32.5K ﹤0.01% 231

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

Avalon Trust's WMS Position: Q2 2026 in Review

Avalon Trust held its Advanced Drainage Systems (WMS) position steady in Q2 2026 at 270 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Avalon Trust first reported a position in WMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $46.5K in Q1 2024. 553 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Avalon Trust held 270 shares of Advanced Drainage Systems worth $42.4K as of Q2 2026.
  • Avalon Trust left its Advanced Drainage Systems share count unchanged in Q2 2026.
  • Advanced Drainage Systems made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #303 holding.
  • Avalon Trust first reported a position in Advanced Drainage Systems in Q4 2023 and has held it in 11 quarters since.
  • Avalon Trust's Advanced Drainage Systems position peaked at $46.5K in Q1 2024.
  • 553 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.