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 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 New York $5.72T 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 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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avalon Trust's WMS Position: Q1 2026 in Review

Avalon Trust held its Advanced Drainage Systems (WMS) position steady in Q1 2026 at 270 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Avalon Trust first reported a position in WMS in Q4 2023 and has held it in 10 quarters since. The position peaked at $46.5K in Q1 2024. 576 funds tracked by Wall St. Rank hold WMS as of Q1 2026.

Avalon Trust held 270 shares of Advanced Drainage Systems worth $37K as of Q1 2026.
Avalon Trust left its Advanced Drainage Systems share count unchanged in Q1 2026.
Advanced Drainage Systems made up ﹤0.01% of Avalon Trust's portfolio in Q1 2026, its #316 holding.
Avalon Trust first reported a position in Advanced Drainage Systems in Q4 2023 and has held it in 10 quarters since.
Avalon Trust's Advanced Drainage Systems position peaked at $46.5K in Q1 2024.
576 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.