Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Advanced Drainage Systems WMS Stock Holding History

Carson Wealth (CWM LLC)’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 		$421K Buy
3,069
+2,136
+229% +$331K ﹤0.01% 2138
2025
Q4 		$135K Buy
933
+231
+33% +$33.4K ﹤0.01% 2850
2025
Q3 		$97K Buy
702
+98
+16% +$12.9K ﹤0.01% 3016
2025
Q2 		$69K Buy
604
+24
+4% +$2.69K ﹤0.01% 3020
2025
Q1 		$63K Buy
580
+35
+6% +$4.08K ﹤0.01% 2786
2024
Q4 		$63K Sell
545
-10
-2% -$1.39K ﹤0.01% 2622
2024
Q3 		$87K Buy
555
+85
+18% +$13.3K ﹤0.01% 2291
2024
Q2 		$75K Sell
470
-2
-0.4% -$334 ﹤0.01% 2183
2024
Q1 		$81K Buy
472
+167
+55% +$25.1K ﹤0.01% 2010
2023
Q4 		$43K Sell
305
-43
-12% -$5.18K ﹤0.01% 2282
2023
Q3 		$40K Buy
348
+3
+0.9% +$366 ﹤0.01% 2212
2023
Q2 		$39K Sell
345
-198
-36% -$18.7K ﹤0.01% 2173
2023
Q1 		$46K Buy
543
+65
+14% +$5.72K ﹤0.01% 1925
2022
Q4 		$39K Buy
478
+185
+63% +$18.7K ﹤0.01% 1903
2022
Q3 		$36K Buy
293
+27
+10% +$3.36K ﹤0.01% 1839
2022
Q2 		$24K Buy
266
+162
+156% +$16.7K ﹤0.01% 2016
2022
Q1 		$12K Buy
104
+92
+767% +$10.9K ﹤0.01% 2393
2021
Q4 		$2K Buy
+12
New +$1.48K ﹤0.01% 3201
2021
Q2 		$3K Hold
30
– – ﹤0.01% 2578
2021
Q1 		$3K Hold
30
– – ﹤0.01% 2576
2020
Q4 		$3K Hold
30
– – ﹤0.01% 2576
2020
Q3 		$3K Hold
30
– – ﹤0.01% 2575
2020
Q2 		$3K Hold
30
– – ﹤0.01% 2574
2020
Q1 		$3K Hold
30
– – ﹤0.01% 2572
2019
Q4 		$3K Hold
30
– – ﹤0.01% 2571
2019
Q3 		$3K Hold
30
– – ﹤0.01% 2571
2019
Q2 		$3K Hold
30
– – ﹤0.01% 2571
2019
Q1 		$3K Buy
+30
New +$759 ﹤0.01% 2570

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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WMS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Advanced Drainage Systems (WMS) stake by 229% in Q1 2026, buying an estimated $331K and bringing the position to 3,069 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

Carson Wealth (CWM LLC) first reported a position in WMS in Q1 2019 and has held it in 28 quarters since. 579 funds tracked by Wall St. Rank hold WMS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,069 shares of Advanced Drainage Systems worth $421K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,136 Advanced Drainage Systems shares in Q1 2026, an estimated $331K.
  • Advanced Drainage Systems made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2138 holding.
  • Carson Wealth (CWM LLC) first reported a position in Advanced Drainage Systems in Q1 2019 and has held it in 28 quarters since.
  • 579 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.