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Dana Investment Advisors’s Advanced Drainage Systems WMS Stock Holding History

Dana Investment 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
2025
Q2 		– Sell
-14,084
Closed -$1.53M – 560
2025
Q1 		$1.53M Buy
14,084
+1,403
+11% +$164K 0.05% 315
2024
Q4 		$1.47M Buy
12,681
+1,598
+14% +$222K 0.05% 334
2024
Q3 		$1.74M Buy
11,083
+261
+2% +$40.8K 0.06% 313
2024
Q2 		$1.74M Sell
10,822
-278
-3% -$46.5K 0.06% 308
2024
Q1 		$1.91M Sell
11,100
-2,408
-18% -$363K 0.06% 294
2023
Q4 		$1.9M Sell
13,508
-706
-5% -$85.1K 0.09% 160
2023
Q3 		$1.62M Sell
14,214
-2,520
-15% -$308K 0.08% 168
2023
Q2 		$1.9M Sell
16,734
-895
-5% -$84.5K 0.09% 152
2023
Q1 		$1.48M Sell
17,629
-625
-3% -$55K 0.08% 186
2022
Q4 		$1.5M Buy
18,254
+7,340
+67% +$744K 0.08% 177
2022
Q3 		$1.36M Sell
10,914
-4,332
-28% -$539K 0.08% 172
2022
Q2 		$1.37M Sell
15,246
-92
-0.6% -$9.46K 0.07% 183
2022
Q1 		$1.82M Sell
15,338
-87
-0.6% -$10.3K 0.08% 144
2021
Q4 		$2.1M Sell
15,425
-851
-5% -$105K 0.09% 134
2021
Q3 		$1.76M Buy
16,276
+267
+2% +$30.7K 0.08% 150
2021
Q2 		$1.87M Sell
16,009
-1,132
-7% -$126K 0.08% 141
2021
Q1 		$1.77M Sell
17,141
-6,080
-26% -$594K 0.08% 154
2020
Q4 		$1.94M Sell
23,221
-1,421
-6% -$101K 0.1% 139
2020
Q3 		$1.54M Sell
24,642
-6,725
-21% -$364K 0.08% 142
2020
Q2 		$1.55M Sell
31,367
-2,358
-7% -$96.8K 0.08% 144
2020
Q1 		$993K Buy
+33,725
New +$1.36M 0.06% 177

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Dana Investment Advisors's WMS Position: Q2 2025 in Review

Dana Investment Advisors sold out of Advanced Drainage Systems (WMS) in Q2 2025, closing a stake of 14,084 shares — an estimated $1.53M sold.

Dana Investment Advisors first reported a position in WMS in Q1 2020 and held it in 21 quarters. The position peaked at $2.1M in Q4 2021. 483 funds tracked by Wall St. Rank hold WMS as of Q2 2025.

  • Dana Investment Advisors reported no remaining Advanced Drainage Systems position as of Q2 2025 after selling out during the quarter.
  • Dana Investment Advisors sold 14,084 Advanced Drainage Systems shares in Q2 2025, an estimated $1.53M.
  • Dana Investment Advisors first reported a position in Advanced Drainage Systems in Q1 2020 and held it in 21 quarters.
  • Dana Investment Advisors's Advanced Drainage Systems position peaked at $2.1M in Q4 2021.
  • 483 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2025.

Based on Dana Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.