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Financial Consulate’s Advanced Drainage Systems WMS Stock Holding History

Financial Consulate’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 		$14.3K Hold
91
– – ﹤0.01% 590
2026
Q1 		$12.5K Hold
91
– – ﹤0.01% 598
2025
Q4 		$13.2K Hold
91
– – ﹤0.01% 560
2025
Q3 		$12.6K Buy
+91
New +$11.9K ﹤0.01% 525

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

Financial Consulate's WMS Position: Q2 2026 in Review

Financial Consulate held its Advanced Drainage Systems (WMS) position steady in Q2 2026 at 91 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Financial Consulate first reported a position in WMS in Q3 2025 and has held it in 4 quarters since. 553 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Financial Consulate held 91 shares of Advanced Drainage Systems worth $14.3K as of Q2 2026.
  • Financial Consulate left its Advanced Drainage Systems share count unchanged in Q2 2026.
  • Advanced Drainage Systems made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #590 holding.
  • Financial Consulate first reported a position in Advanced Drainage Systems in Q3 2025 and has held it in 4 quarters since.
  • 553 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.