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Fiduciary Alliance’s Advanced Drainage Systems WMS Stock Holding History

Fiduciary Alliance’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 		$277K Hold
1,765
– – 0.02% 460
2026
Q1 		$261K Hold
1,765
– – 0.02% 475
2025
Q4 		$256K Hold
1,765
– – 0.02% 450
2025
Q3 		$245K Hold
1,765
– – 0.02% 448
2025
Q2 		$203K Buy
+1,765
New +$198K 0.02% 461

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

Fiduciary Alliance's WMS Position: Q2 2026 in Review

Fiduciary Alliance held its Advanced Drainage Systems (WMS) position steady in Q2 2026 at 1,765 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #460.

Fiduciary Alliance first reported a position in WMS in Q2 2025 and has held it in 5 quarters since. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Fiduciary Alliance held 1,765 shares of Advanced Drainage Systems worth $277K as of Q2 2026.
  • Fiduciary Alliance left its Advanced Drainage Systems share count unchanged in Q2 2026.
  • Advanced Drainage Systems made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #460 holding.
  • Fiduciary Alliance first reported a position in Advanced Drainage Systems in Q2 2025 and has held it in 5 quarters since.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.