CA
WMS icon

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
Q2 		$81.9K Buy
522
+502
+2,510% +$71.7K ﹤0.01% 1348
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 – 2196
2024
Q3 		$15.7K Hold
100
– – ﹤0.01% 1485
2024
Q2 		$16K Buy
+100
New +$16.7K ﹤0.01% 1440
2023
Q4 		– Sell
-49
Closed -$5.58K – 1616
2023
Q3 		$5.58K Hold
49
– – ﹤0.01% 1070
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
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

Clearstead Advisors's WMS Position: Q2 2026 in Review

Clearstead Advisors increased its Advanced Drainage Systems (WMS) stake by 2,510% in Q2 2026, buying an estimated $71.7K and bringing the position to 522 shares worth $81.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Clearstead Advisors first reported a position in WMS in Q1 2023 and has held it in 10 quarters since. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Clearstead Advisors held 522 shares of Advanced Drainage Systems worth $81.9K as of Q2 2026.
  • Clearstead Advisors bought 502 Advanced Drainage Systems shares in Q2 2026, an estimated $71.7K.
  • Advanced Drainage Systems made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1348 holding.
  • Clearstead Advisors first reported a position in Advanced Drainage Systems in Q1 2023 and has held it in 10 quarters since.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.