Essex Investment Management’s Advanced Drainage Systems WMS Stock Holding History

Essex Investment 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 Q1	$5.56M	Sell	40,569 -2,266	-5%	-$351K	0.88%	31
2025 Q4	$6.2M	Sell	42,835 -63	-0.1%	-$9.12K	0.95%	29
2025 Q3	$5.95M	Buy	42,898 +33,274	+346%	+$4.37M	0.91%	30
2025 Q2	$1.11M	Sell	9,624 -4,362	-31%	-$489K	0.2%	138
2025 Q1	$1.52M	Buy	13,986 +1,302	+10%	+$152K	0.32%	127
2024 Q4	$1.47M	Buy	12,684 +2,909	+30%	+$404K	0.26%	135
2024 Q3	$1.54M	Buy	+9,775	New	+$1.53M	0.27%	134
2016 Q1	–	Sell	-33,476	Closed	-$804K	–	332
2015 Q4	$804K	Buy	33,476 +3,336	+11%	+$94.3K	0.13%	176
2015 Q3	$872K	Buy	30,140 +2,017	+7%	+$58.4K	0.14%	157
2015 Q2	$825K	Buy	28,123 +3,401	+14%	+$101K	0.12%	182
2015 Q1	$740K	Buy	+24,722	New	+$643K	0.1%	196

Other funds holding WMS

BlackRock New York $5.72T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Essex Investment Management's WMS Position: Q1 2026 in Review

Essex Investment Management reduced its Advanced Drainage Systems (WMS) stake by 5.3% in Q1 2026, selling an estimated $351K and leaving 40,569 shares worth $5.56M. The position accounts for 0.88% of the portfolio, ranked #31.

Essex Investment Management first reported a position in WMS in Q1 2015 and has held it in 11 quarters since. The position peaked at $6.2M in Q4 2025. 577 funds tracked by Wall St. Rank hold WMS as of Q1 2026.

Essex Investment Management held 40,569 shares of Advanced Drainage Systems worth $5.56M as of Q1 2026.
Essex Investment Management sold 2,266 Advanced Drainage Systems shares in Q1 2026, an estimated $351K.
Advanced Drainage Systems made up 0.88% of Essex Investment Management's portfolio in Q1 2026, its #31 holding.
Essex Investment Management first reported a position in Advanced Drainage Systems in Q1 2015 and has held it in 11 quarters since.
Essex Investment Management's Advanced Drainage Systems position peaked at $6.2M in Q4 2025.
577 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.