Bank Julius Baer & Co
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Bank Julius Baer & Co’s Advanced Drainage Systems WMS Stock Holding History

Bank Julius Baer & Co’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 		$314K Hold
2,000
– – ﹤0.01% 472
2026
Q1 		$274K Hold
2,000
– – ﹤0.01% 476
2025
Q4 		$290K Hold
2,000
– – ﹤0.01% 461
2025
Q3 		$277K Hold
2,000
– – ﹤0.01% 464
2025
Q2 		$230K Hold
2,000
– – ﹤0.01% 433
2025
Q1 		$217K Buy
2,000
+188
+10% +$21.9K ﹤0.01% 422
2024
Q4 		$231K Buy
1,812
+125
+7% +$17.4K ﹤0.01% 410
2024
Q3 		$314K Sell
1,687
-110
-6% -$17.2K ﹤0.01% 367
2024
Q2 		$321K Buy
+1,797
New +$300K ﹤0.01% 313
2023
Q3 		– Sell
-135,944
Closed -$15.5M – 581
2023
Q2 		$15.5M Buy
135,944
+1,079
+0.8% +$102K 0.09% 129
2023
Q1 		$11.4M Buy
134,865
+587
+0.4% +$51.6K 0.07% 143
2022
Q4 		$11M Sell
134,278
-13,046
-9% -$1.32M 0.08% 141
2022
Q3 		$18.3M Sell
147,324
-3,929
-3% -$489K 0.14% 107
2022
Q2 		$13.6M Buy
+151,253
New +$15.6M 0.1% 114
2022
Q1 		– Sell
-12,163
Closed -$1.66M – 819
2021
Q4 		$1.66M Buy
+12,163
New +$1.5M 0.01% 293
2021
Q3 		– Sell
-1,004
Closed -$117K – 869
2021
Q2 		$117K Buy
+1,004
New +$111K ﹤0.01% 623
2021
Q1 		– Sell
-3,290
Closed -$275K – 905
2020
Q4 		$275K Buy
+3,290
New +$233K ﹤0.01% 526

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Vanguard Capital Management
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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

Bank Julius Baer & Co's WMS Position: Q2 2026 in Review

Bank Julius Baer & Co held its Advanced Drainage Systems (WMS) position steady in Q2 2026 at 2,000 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Bank Julius Baer & Co first reported a position in WMS in Q4 2020 and has held it in 17 quarters since. The position peaked at $18.3M in Q3 2022. 553 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Bank Julius Baer & Co held 2,000 shares of Advanced Drainage Systems worth $314K as of Q2 2026.
  • Bank Julius Baer & Co left its Advanced Drainage Systems share count unchanged in Q2 2026.
  • Advanced Drainage Systems made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #472 holding.
  • Bank Julius Baer & Co first reported a position in Advanced Drainage Systems in Q4 2020 and has held it in 17 quarters since.
  • Bank Julius Baer & Co's Advanced Drainage Systems position peaked at $18.3M in Q3 2022.
  • 553 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.