DiNuzzo Private Wealth’s Advanced Drainage Systems WMS Stock Holding History

DiNuzzo Private 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	$1.73K	Hold	11	–	–	﹤0.01%	727
2026 Q1	$1.51K	Hold	11	–	–	﹤0.01%	744
2025 Q4	$1.59K	Hold	11	–	–	﹤0.01%	725
2025 Q3	$1.58K	Buy	11 +3	+38%	+$394	﹤0.01%	725
2025 Q2	$919	Sell	8 -1	-11%	-$112	﹤0.01%	882
2025 Q1	$978	Sell	9 -3	-25%	-$350	﹤0.01%	836
2024 Q4	$1.39K	Sell	12 -1	-8%	-$139	﹤0.01%	732
2024 Q3	$2.04K	Hold	13	–	–	﹤0.01%	603
2024 Q2	$2.09K	Buy	13 +2	+18%	+$334	﹤0.01%	505
2024 Q1	$1.9K	Hold	11	–	–	﹤0.01%	490
2023 Q4	$1.55K	Buy	+11	New	+$1.33K	﹤0.01%	535

Other funds holding WMS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return