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
Q2 		$261K Sell
1,663
-265
-14% -$37.9K ﹤0.01% 1252
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Portfolio Solutions's WMS Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Advanced Drainage Systems (WMS) stake by 14% in Q2 2026, selling an estimated $37.9K and leaving 1,663 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Envestnet Portfolio Solutions first reported a position in WMS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.68M in Q1 2024. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,663 shares of Advanced Drainage Systems worth $261K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 265 Advanced Drainage Systems shares in Q2 2026, an estimated $37.9K.
  • Advanced Drainage Systems made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1252 holding.
  • Envestnet Portfolio Solutions first reported a position in Advanced Drainage Systems in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Advanced Drainage Systems position peaked at $1.68M in Q1 2024.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.