Bell Asset Management’s Advanced Drainage Systems WMS Stock Holding History

Bell Asset Management’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	$2.06M	Sell	15,045 -8,250	-35%	-$1.28M	0.61%	60
2025 Q4	$3.39M	Sell	23,295 -2,616	-10%	-$379K	0.91%	50
2025 Q3	$3.59M	Sell	25,911 -23,777	-48%	-$3.12M	0.98%	40
2025 Q2	$5.71M	Sell	49,688 -13,736	-22%	-$1.54M	1.26%	26
2025 Q1	$6.89M	Buy	63,424 +4,949	+8%	+$577K	1.27%	23
2024 Q4	$6.76M	Buy	58,475 +5,466	+10%	+$759K	1.23%	25
2024 Q3	$8.33M	Buy	53,009 +5,356	+11%	+$836K	1.53%	19
2024 Q2	$7.64M	Sell	47,653 -4,683	-9%	-$783K	1.07%	41
2024 Q1	$9.01M	Sell	52,336 -5,534	-10%	-$833K	1.32%	36
2023 Q4	$8.14M	Sell	57,870 -7,732	-12%	-$932K	1.24%	38
2023 Q3	$7.47M	Sell	65,602 -16,841	-20%	-$2.06M	1.23%	43
2023 Q2	$9.38M	Buy	82,443 +10,432	+14%	+$985K	1.6%	23
2023 Q1	$6.06M	Buy	+72,011	New	+$6.33M	1.11%	46

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 $105B AUM 38.07% 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

Bell Asset Management's WMS Position: Q1 2026 in Review

Bell Asset Management reduced its Advanced Drainage Systems (WMS) stake by 35% in Q1 2026, selling an estimated $1.28M and leaving 15,045 shares worth $2.06M. The position accounts for 0.61% of the portfolio, ranked #60.

Bell Asset Management first reported a position in WMS in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.38M in Q2 2023. 577 funds tracked by Wall St. Rank hold WMS as of Q1 2026.

Bell Asset Management held 15,045 shares of Advanced Drainage Systems worth $2.06M as of Q1 2026.
Bell Asset Management sold 8,250 Advanced Drainage Systems shares in Q1 2026, an estimated $1.28M.
Advanced Drainage Systems made up 0.61% of Bell Asset Management's portfolio in Q1 2026, its #60 holding.
Bell Asset Management first reported a position in Advanced Drainage Systems in Q1 2023 and has held it in 13 quarters since.
Bell Asset Management's Advanced Drainage Systems position peaked at $9.38M in Q2 2023.
577 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2026.

Based on Bell Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.