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Clearstead Trust’s Advanced Drainage Systems WMS Stock Holding History

Clearstead Trust’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 		$2.67K Hold
17
– – ﹤0.01% 867
2026
Q1 		$2.33K Hold
17
– – ﹤0.01% 862
2025
Q4 		$2.46K Sell
17
-5
-23% -$724 ﹤0.01% 874
2025
Q3 		$3.05K Sell
22
-41
-65% -$5.38K ﹤0.01% 880
2025
Q2 		$7.24K Buy
63
+28
+80% +$3.14K ﹤0.01% 666
2025
Q1 		$3.8K Buy
+35
New +$4.08K ﹤0.01% 667

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 Trust's WMS Position: Q2 2026 in Review

Clearstead Trust held its Advanced Drainage Systems (WMS) position steady in Q2 2026 at 17 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Clearstead Trust first reported a position in WMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.24K in Q2 2025. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Clearstead Trust held 17 shares of Advanced Drainage Systems worth $2.67K as of Q2 2026.
  • Clearstead Trust left its Advanced Drainage Systems share count unchanged in Q2 2026.
  • Advanced Drainage Systems made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #867 holding.
  • Clearstead Trust first reported a position in Advanced Drainage Systems in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Advanced Drainage Systems position peaked at $7.24K in Q2 2025.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

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