EWP
WMS icon

Elevation Wealth Partners’s Advanced Drainage Systems WMS Stock Holding History

Elevation Wealth Partners’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 		$19.6K Buy
155
+140
+933% +$19.6K 0.01% 688
2026
Q2 		$2.35K Sell
15
-3
-17% -$429 ﹤0.01% 1177
2026
Q1 		$2.47K Buy
+18
New +$2.79K ﹤0.01% 867

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

Elevation Wealth Partners's WMS Position: Q3 2026 in Review

Elevation Wealth Partners increased its Advanced Drainage Systems (WMS) stake by 933% in Q3 2026, buying an estimated $19.6K and bringing the position to 155 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #688.

Elevation Wealth Partners first reported a position in WMS in Q1 2026 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

  • Elevation Wealth Partners held 155 shares of Advanced Drainage Systems worth $19.6K as of Q3 2026.
  • Elevation Wealth Partners bought 140 Advanced Drainage Systems shares in Q3 2026, an estimated $19.6K.
  • Advanced Drainage Systems made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #688 holding.
  • Elevation Wealth Partners first reported a position in Advanced Drainage Systems in Q1 2026 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.