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Callan Family Office’s Advanced Drainage Systems WMS Stock Holding History

Callan Family Office’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 		$299K Buy
2,180
+336
+18% +$52K 0.01% 933
2025
Q4 		$267K Buy
+1,844
New +$267K 0.01% 963

Other funds holding WMS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Callan Family Office's WMS Position: Q1 2026 in Review

Callan Family Office increased its Advanced Drainage Systems (WMS) stake by 18% in Q1 2026, buying an estimated $52K and bringing the position to 2,180 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #933.

Callan Family Office first reported a position in WMS in Q4 2025 and has held it in 2 quarters since. 576 funds tracked by Wall St. Rank hold WMS as of Q1 2026.

  • Callan Family Office held 2,180 shares of Advanced Drainage Systems worth $299K as of Q1 2026.
  • Callan Family Office bought 336 Advanced Drainage Systems shares in Q1 2026, an estimated $52K.
  • Advanced Drainage Systems made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #933 holding.
  • Callan Family Office first reported a position in Advanced Drainage Systems in Q4 2025 and has held it in 2 quarters since.
  • 576 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.