Cercano Management’s Advanced Drainage Systems WMS Stock Holding History

Cercano 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 Q2	–	Sell	-50,016	Closed	-$6.86M	–	159
2026 Q1	$6.86M	Sell	50,016 -50,208	-50%	-$7.77M	0.3%	58
2025 Q4	$14.5M	Hold	100,224	–	–	0.55%	40
2025 Q3	$13.9M	Sell	100,224 -96,561	-49%	-$12.7M	0.53%	37
2025 Q2	$22.6M	Sell	196,785 -51,587	-21%	-$5.78M	0.64%	39
2025 Q1	$27M	Sell	248,372 -9,758	-4%	-$1.14M	0.79%	34
2024 Q4	$29.8M	Buy	+258,130	New	+$35.8M	0.76%	31
2024 Q3	–	Sell	-228,680	Closed	-$36.7M	–	178
2024 Q2	$36.7M	Buy	228,680 +110,389	+93%	+$18.4M	0.98%	33
2024 Q1	$20.4M	Buy	+118,291	New	+$17.8M	0.57%	47

Other funds holding WMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cercano Management's WMS Position: Q2 2026 in Review

Cercano Management sold out of Advanced Drainage Systems (WMS) in Q2 2026, closing a stake of 50,016 shares — an estimated $6.86M sold.

Cercano Management first reported a position in WMS in Q1 2024 and held it in 8 quarters. The position peaked at $36.7M in Q2 2024. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

Cercano Management reported no remaining Advanced Drainage Systems position as of Q2 2026 after selling out during the quarter.
Cercano Management sold 50,016 Advanced Drainage Systems shares in Q2 2026, an estimated $6.86M.
Cercano Management first reported a position in Advanced Drainage Systems in Q1 2024 and held it in 8 quarters.
Cercano Management's Advanced Drainage Systems position peaked at $36.7M in Q2 2024.
551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Cercano Management's 13F filing for Q2 2026, filed 13 Aug 2026.