Creative Financial Designs’s Advanced Drainage Systems WMS Stock Holding History

Creative Financial Designs’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	$633K	Buy	4,032 +2,536	+170%	+$362K	0.03%	361
2026 Q1	$205K	Buy	1,496 +321	+27%	+$49.7K	0.01%	508
2025 Q4	$170K	Buy	1,175 +188	+19%	+$27.2K	0.01%	505
2025 Q3	$137K	Buy	987 +329	+50%	+$43.2K	0.01%	562
2025 Q2	$75.6K	Buy	658 +509	+342%	+$57K	0.01%	744
2025 Q1	$16.2K	Buy	149 +108	+263%	+$12.6K	﹤0.01%	1149
2024 Q4	$4.75K	Buy	41 +12	+41%	+$1.67K	﹤0.01%	1435
2024 Q3	$4.56K	Hold	29	–	–	﹤0.01%	1400
2024 Q2	$4.65K	Buy	29 +6	+26%	+$1K	﹤0.01%	1326
2024 Q1	$3.96K	Hold	23	–	–	﹤0.01%	1365
2023 Q4	$3.23K	Hold	23	–	–	﹤0.01%	1342
2023 Q3	$2.62K	Hold	23	–	–	﹤0.01%	1291
2023 Q2	$2.62K	Buy	+23	New	+$2.17K	﹤0.01%	1273
2021 Q1	–	Sell	-3	Closed	–	–	1370
2020 Q4	$0	Hold	3	–	–	﹤0.01%	1305
2020 Q3	$0	Hold	3	–	–	﹤0.01%	1305
2020 Q2	$0	Hold	3	–	–	﹤0.01%	1199
2020 Q1	$0	Buy	+3	New	+$121	﹤0.01%	605

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

Creative Financial Designs's WMS Position: Q2 2026 in Review

Creative Financial Designs increased its Advanced Drainage Systems (WMS) stake by 170% in Q2 2026, buying an estimated $362K and bringing the position to 4,032 shares worth $633K. The position accounts for 0.03% of the portfolio, ranked #361.

Creative Financial Designs first reported a position in WMS in Q1 2020 and has held it in 17 quarters since. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

Creative Financial Designs held 4,032 shares of Advanced Drainage Systems worth $633K as of Q2 2026.
Creative Financial Designs bought 2,536 Advanced Drainage Systems shares in Q2 2026, an estimated $362K.
Advanced Drainage Systems made up 0.03% of Creative Financial Designs's portfolio in Q2 2026, its #361 holding.
Creative Financial Designs first reported a position in Advanced Drainage Systems in Q1 2020 and has held it in 17 quarters since.
551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.