Diversify Advisory Services’s Advanced Drainage Systems WMS Stock Holding History

Diversify Advisory Services’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	$487K	Buy	3,791 +176	+5%	+$24.6K	0.01%	917
2026 Q2	$518K	Buy	+3,615	New	+$517K	0.01%	850
2026 Q1	–	Sell	-1,456	Closed	-$232K	–	867
2025 Q4	$232K	Sell	1,456 -1,613	-53%	-$234K	0.01%	823
2025 Q3	$423K	Sell	3,069 -1,803	-37%	-$237K	0.01%	618
2025 Q2	$666K	Buy	+4,872	New	+$546K	0.03%	439

Other funds holding WMS

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

SWL

STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

Diversify Advisory Services's WMS Position: Q3 2026 in Review

Diversify Advisory Services increased its Advanced Drainage Systems (WMS) stake by 4.9% in Q3 2026, buying an estimated $24.6K and bringing the position to 3,791 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #917.

Diversify Advisory Services first reported a position in WMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $666K in Q2 2025. 81 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

Diversify Advisory Services held 3,791 shares of Advanced Drainage Systems worth $487K as of Q3 2026.
Diversify Advisory Services bought 176 Advanced Drainage Systems shares in Q3 2026, an estimated $24.6K.
Advanced Drainage Systems made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #917 holding.
Diversify Advisory Services first reported a position in Advanced Drainage Systems in Q2 2025 and has held it in 5 quarters since.
Diversify Advisory Services's Advanced Drainage Systems position peaked at $666K in Q2 2025.
81 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.