CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Advanced Drainage Systems WMS Stock Holding History

CAPTRUST Financial Advisors’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 		$1.75M Buy
11,146
+1,374
+14% +$196K ﹤0.01% 1395
2026
Q1 		$1.34M Buy
9,772
+7,602
+350% +$1.18M ﹤0.01% 1436
2025
Q4 		$314K Buy
2,170
+60
+3% +$8.69K ﹤0.01% 2216
2025
Q3 		$293K Buy
+2,110
New +$277K ﹤0.01% 2184
2024
Q1 		– Sell
-2,809
Closed -$395K – 2675
2023
Q4 		$395K Buy
2,809
+129
+5% +$15.6K ﹤0.01% 1919
2023
Q3 		$305K Buy
2,680
+155
+6% +$18.9K ﹤0.01% 1988
2023
Q2 		$287K Buy
2,525
+112
+5% +$10.6K ﹤0.01% 2011
2023
Q1 		$203K Buy
+2,413
New +$212K ﹤0.01% 2048
2022
Q4 		– Sell
-3,795
Closed -$472K – 2196
2022
Q3 		$472K Sell
3,795
-3,939
-51% -$490K ﹤0.01% 1278
2022
Q2 		$697K Sell
7,734
-926
-11% -$95.2K ﹤0.01% 1004
2022
Q1 		$1.03M Buy
8,660
+1,320
+18% +$157K 0.01% 845
2021
Q4 		$999K Sell
7,340
-1,287
-15% -$158K 0.01% 815
2021
Q3 		$933K Buy
8,627
+320
+4% +$36.8K 0.01% 790
2021
Q2 		$968K Buy
8,307
+720
+9% +$79.9K 0.01% 731
2021
Q1 		$784K Buy
7,587
+3,690
+95% +$361K 0.01% 787
2020
Q4 		$326K Buy
3,897
+2,899
+290% +$205K ﹤0.01% 993
2020
Q3 		$64K Buy
+998
New +$54K ﹤0.01% 1544

Other funds holding WMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

CAPTRUST Financial Advisors's WMS Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Advanced Drainage Systems (WMS) stake by 14% in Q2 2026, buying an estimated $196K and bringing the position to 11,146 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

CAPTRUST Financial Advisors first reported a position in WMS in Q3 2020 and has held it in 17 quarters since. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • CAPTRUST Financial Advisors held 11,146 shares of Advanced Drainage Systems worth $1.75M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1,374 Advanced Drainage Systems shares in Q2 2026, an estimated $196K.
  • Advanced Drainage Systems made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1395 holding.
  • CAPTRUST Financial Advisors first reported a position in Advanced Drainage Systems in Q3 2020 and has held it in 17 quarters since.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.