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EverSource Wealth Advisors’s Advanced Drainage Systems WMS Stock Holding History

EverSource Wealth Advisors’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 		$36K Sell
229
-237
-51% -$33.9K ﹤0.01% 2001
2026
Q1 		$63.9K Buy
466
+262
+128% +$40.5K ﹤0.01% 1724
2025
Q4 		$29.6K Buy
204
+21
+11% +$3.04K ﹤0.01% 2121
2025
Q3 		$25.4K Buy
183
+9
+5% +$1.18K ﹤0.01% 2176
2025
Q2 		$20K Buy
174
+101
+138% +$11.3K ﹤0.01% 2288
2025
Q1 		$7.93K Buy
73
+52
+248% +$6.06K ﹤0.01% 2249
2024
Q4 		$2.43K Sell
21
-9
-30% -$1.25K ﹤0.01% 2643
2024
Q3 		$4.71K Sell
30
-2
-6% -$312 ﹤0.01% 2252
2024
Q2 		$5.67K Buy
32
+9
+39% +$1.5K ﹤0.01% 2177
2024
Q1 		$3.61K Buy
23
+7
+44% +$1.05K ﹤0.01% 2190
2023
Q4 		$2.25K Buy
16
+10
+167% +$1.21K ﹤0.01% 2135
2023
Q3 		$683 Hold
6
– – ﹤0.01% 2328
2023
Q2 		$683 Sell
6
-161
-96% -$15.2K ﹤0.01% 2295
2023
Q1 		$14.1K Sell
167
-29
-15% -$2.55K ﹤0.01% 1223
2022
Q4 		$16.1K Sell
196
-44
-18% -$4.46K ﹤0.01% 1136
2022
Q3 		$30K Buy
+240
New +$29.9K 0.01% 774

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's WMS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Advanced Drainage Systems (WMS) stake by 51% in Q2 2026, selling an estimated $33.9K and leaving 229 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

EverSource Wealth Advisors first reported a position in WMS in Q3 2022 and has held it in 16 quarters since. The position peaked at $63.9K in Q1 2026. 556 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • EverSource Wealth Advisors held 229 shares of Advanced Drainage Systems worth $36K as of Q2 2026.
  • EverSource Wealth Advisors sold 237 Advanced Drainage Systems shares in Q2 2026, an estimated $33.9K.
  • Advanced Drainage Systems made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2001 holding.
  • EverSource Wealth Advisors first reported a position in Advanced Drainage Systems in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Advanced Drainage Systems position peaked at $63.9K in Q1 2026.
  • 556 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.