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Briaud Financial Planning’s Advanced Drainage Systems WMS Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-69
Closed -$7K – 343
2025
Q2 		$7K Buy
+69
New +$7.73K ﹤0.01% 262

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Briaud Financial Planning's WMS Position: Q3 2025 in Review

Briaud Financial Planning sold out of Advanced Drainage Systems (WMS) in Q3 2025, closing a stake of 69 shares — an estimated $7K sold.

Briaud Financial Planning first reported a position in WMS in Q2 2025 and held it in 1 quarter. The position peaked at $7K in Q2 2025. 498 funds tracked by Wall St. Rank hold WMS as of Q3 2025.

  • Briaud Financial Planning reported no remaining Advanced Drainage Systems position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 69 Advanced Drainage Systems shares in Q3 2025, an estimated $7K.
  • Briaud Financial Planning first reported a position in Advanced Drainage Systems in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Advanced Drainage Systems position peaked at $7K in Q2 2025.
  • 498 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.