Clearstead Advisors’s Advanced Drainage Systems WMS Stock Holding History

Clearstead 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 Q1	$2.74K	Sell	20 -281	-93%	-$43.5K	﹤0.01%	1837
2025 Q4	$43.6K	Buy	301 +181	+151%	+$26.2K	﹤0.01%	1459
2025 Q3	$16.6K	Buy	120 +2	+2%	+$263	﹤0.01%	1725
2025 Q2	$13.6K	Buy	+118	New	+$13.2K	﹤0.01%	1781
2024 Q4	–	Sell	-100	Closed	-$15.7K	–	2199
2024 Q3	$15.7K	Hold	100	–	–	﹤0.01%	1485
2024 Q2	$16K	Buy	+100	New	+$16.7K	﹤0.01%	1440
2023 Q4	–	Sell	-98	Closed	-$11.2K	–	1654
2023 Q3	$11.2K	Buy	98 +49	+100%	+$5.98K	﹤0.01%	1103
2023 Q2	$5.58K	Hold	49	–	–	﹤0.01%	1041
2023 Q1	$4.13K	Buy	+49	New	+$4.31K	﹤0.01%	1040

Other funds holding WMS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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