Bell Asset Management
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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
Q3 		$2.52M Sell
19,871
-9,743
-33% -$1.36M 0.91% 47
2026
Q2 		$4.65M Buy
29,614
+14,569
+97% +$2.08M 1.24% 22
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Bell Asset Management's WMS Position: Q3 2026 in Review

Bell Asset Management reduced its Advanced Drainage Systems (WMS) stake by 33% in Q3 2026, selling an estimated $1.36M and leaving 19,871 shares worth $2.52M. The position accounts for 0.91% of the portfolio, ranked #47.

Bell Asset Management first reported a position in WMS in Q1 2023 and has held it in 15 quarters since. The position peaked at $9.38M in Q2 2023. 216 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

  • Bell Asset Management held 19,871 shares of Advanced Drainage Systems worth $2.52M as of Q3 2026.
  • Bell Asset Management sold 9,743 Advanced Drainage Systems shares in Q3 2026, an estimated $1.36M.
  • Advanced Drainage Systems made up 0.91% of Bell Asset Management's portfolio in Q3 2026, its #47 holding.
  • Bell Asset Management first reported a position in Advanced Drainage Systems in Q1 2023 and has held it in 15 quarters since.
  • Bell Asset Management's Advanced Drainage Systems position peaked at $9.38M in Q2 2023.
  • 216 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on Bell Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.