BP
WMS icon

Ballentine Partners’s Advanced Drainage Systems WMS Stock Holding History

Ballentine Partners’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 		$361K Sell
2,299
-39
-2% -$5.57K ﹤0.01% 700
2026
Q1 		$321K Sell
2,338
-231
-9% -$35.7K ﹤0.01% 703
2025
Q4 		$372K Buy
2,569
+333
+15% +$48.2K 0.01% 618
2025
Q3 		$310K Sell
2,236
-80
-3% -$10.5K ﹤0.01% 694
2025
Q2 		$266K Sell
2,316
-228
-9% -$25.5K ﹤0.01% 738
2025
Q1 		$276K Buy
+2,544
New +$297K ﹤0.01% 652
2024
Q4 		– Sell
-1,345
Closed -$211K – 950
2024
Q3 		$211K Sell
1,345
-121
-8% -$18.9K ﹤0.01% 735
2024
Q2 		$235K Sell
1,466
-9
-0.6% -$1.5K ﹤0.01% 638
2024
Q1 		$254K Buy
+1,475
New +$222K ﹤0.01% 598

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

Ballentine Partners's WMS Position: Q2 2026 in Review

Ballentine Partners reduced its Advanced Drainage Systems (WMS) stake by 1.7% in Q2 2026, selling an estimated $5.57K and leaving 2,299 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Ballentine Partners first reported a position in WMS in Q1 2024 and has held it in 9 quarters since. The position peaked at $372K in Q4 2025. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Ballentine Partners held 2,299 shares of Advanced Drainage Systems worth $361K as of Q2 2026.
  • Ballentine Partners sold 39 Advanced Drainage Systems shares in Q2 2026, an estimated $5.57K.
  • Advanced Drainage Systems made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #700 holding.
  • Ballentine Partners first reported a position in Advanced Drainage Systems in Q1 2024 and has held it in 9 quarters since.
  • Ballentine Partners's Advanced Drainage Systems position peaked at $372K in Q4 2025.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.