CI
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CX Institutional’s Advanced Drainage Systems WMS Stock Holding History

CX Institutional’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
Q3 		$12K Sell
97
-13
-12% -$1.82K ﹤0.01% 1328
2026
Q2 		$17K Hold
110
– – ﹤0.01% 1210
2026
Q1 		$15K Buy
+110
New +$17K ﹤0.01% 1200

Other funds holding WMS

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

CX Institutional's WMS Position: Q3 2026 in Review

CX Institutional reduced its Advanced Drainage Systems (WMS) stake by 12% in Q3 2026, selling an estimated $1.82K and leaving 97 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

CX Institutional first reported a position in WMS in Q1 2026 and has held it in 3 quarters since. The position peaked at $17K in Q2 2026. 34 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

  • CX Institutional held 97 shares of Advanced Drainage Systems worth $12K as of Q3 2026.
  • CX Institutional sold 13 Advanced Drainage Systems shares in Q3 2026, an estimated $1.82K.
  • Advanced Drainage Systems made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1328 holding.
  • CX Institutional first reported a position in Advanced Drainage Systems in Q1 2026 and has held it in 3 quarters since.
  • CX Institutional's Advanced Drainage Systems position peaked at $17K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.