Envestnet Portfolio Solutions
WMS icon

Envestnet Portfolio Solutions’s Advanced Drainage Systems WMS Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$264K Sell
1,928
-550
-22% -$85.1K ﹤0.01% 1166
2025
Q4 		$359K Buy
2,478
+345
+16% +$50K ﹤0.01% 1194
2025
Q3 		$296K Sell
2,133
-4
-0.2% -$525 ﹤0.01% 1249
2025
Q2 		$245K Sell
2,137
-5,756
-73% -$645K ﹤0.01% 1426
2025
Q1 		$858K Sell
7,893
-1,178
-13% -$137K ﹤0.01% 846
2024
Q4 		$1.05M Buy
9,071
+282
+3% +$39.1K ﹤0.01% 906
2024
Q3 		$1.38M Buy
8,789
+42
+0.5% +$6.56K ﹤0.01% 787
2024
Q2 		$1.4M Sell
8,747
-983
-10% -$164K ﹤0.01% 748
2024
Q1 		$1.68M Sell
9,730
-720
-7% -$108K 0.01% 687
2023
Q4 		$1.47M Sell
10,450
-298
-3% -$35.9K 0.01% 684
2023
Q3 		$1.22M Buy
+10,748
New +$1.31M 0.01% 695

Other funds holding WMS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return