Curio Wealth’s Advanced Drainage Systems WMS Stock Holding History

Curio Wealth’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	-1	Closed	-$137	–	1165
2026 Q1	$137	Buy	+1	New	+$155	﹤0.01%	905

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

Curio Wealth's WMS Position: Q2 2026 in Review

Curio Wealth sold out of Advanced Drainage Systems (WMS) in Q2 2026, closing a stake of 1 share — an estimated $137 sold.

Curio Wealth first reported a position in WMS in Q1 2026 and held it in 1 quarter. The position peaked at $137 in Q1 2026. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

Curio Wealth reported no remaining Advanced Drainage Systems position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Advanced Drainage Systems share in Q2 2026, an estimated $137.
Curio Wealth first reported a position in Advanced Drainage Systems in Q1 2026 and held it in 1 quarter.
Curio Wealth's Advanced Drainage Systems position peaked at $137 in Q1 2026.
551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.