ELCO Management’s Advanced Drainage Systems WMS Stock Holding History

ELCO Management’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	$405K	Sell	3,195 -1,111	-26%	-$155K	0.19%	106
2026 Q2	$676K	Buy	4,306 +1,698	+65%	+$243K	0.29%	65
2026 Q1	$358K	Buy	2,608 +513	+24%	+$79.4K	0.17%	108
2025 Q4	$303K	Sell	2,095 -365	-15%	-$52.9K	0.19%	112
2025 Q3	$341K	Sell	2,460 -3,084	-56%	-$405K	0.18%	104
2025 Q2	$637K	Buy	5,544 +549	+11%	+$61.5K	0.33%	63
2025 Q1	$543K	Buy	4,995 +2,676	+115%	+$312K	0.3%	71
2024 Q4	$268K	Buy	2,319 +546	+31%	+$75.8K	0.14%	129
2024 Q3	$279K	Buy	+1,773	New	+$277K	0.15%	130
2023 Q2	–	Sell	-2,575	Closed	-$217K	–	141
2023 Q1	$217K	Buy	+2,575	New	+$227K	0.16%	119

Other funds holding WMS

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

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

ELCO Management's WMS Position: Q3 2026 in Review

ELCO Management reduced its Advanced Drainage Systems (WMS) stake by 26% in Q3 2026, selling an estimated $155K and leaving 3,195 shares worth $405K. The position accounts for 0.19% of the portfolio, ranked #106.

ELCO Management first reported a position in WMS in Q1 2023 and has held it in 10 quarters since. The position peaked at $676K in Q2 2026. 34 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

ELCO Management held 3,195 shares of Advanced Drainage Systems worth $405K as of Q3 2026.
ELCO Management sold 1,111 Advanced Drainage Systems shares in Q3 2026, an estimated $155K.
Advanced Drainage Systems made up 0.19% of ELCO Management's portfolio in Q3 2026, its #106 holding.
ELCO Management first reported a position in Advanced Drainage Systems in Q1 2023 and has held it in 10 quarters since.
ELCO Management's Advanced Drainage Systems position peaked at $676K in Q2 2026.
34 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on ELCO Management's 13F filing for Q3 2026, filed 14 Oct 2026.