PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Advanced Drainage Systems WMS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$229K	Buy	1,457 +2	+0.1%	+$286	0.06%	167
2026 Q1	$200K	Buy	1,455 +454	+45%	+$70.3K	0.06%	169
2025 Q4	$145K	Buy	1,001 +1	+0.1%	+$145	0.04%	193
2025 Q3	$139K	Buy	1,000 +1	+0.1%	+$131	0.04%	177
2025 Q2	$115K	Sell	999 -40	-4%	-$4.48K	0.04%	189
2025 Q1	$113K	Buy	+1,039	New	+$121K	0.04%	187

Other funds holding WMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

TIM

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WMS Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Advanced Drainage Systems (WMS) stake by 0.14% in Q2 2026, buying an estimated $286 and bringing the position to 1,457 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #167.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WMS in Q1 2025 and has held it in 6 quarters since. 267 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,457 shares of Advanced Drainage Systems worth $229K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 2 Advanced Drainage Systems shares in Q2 2026, an estimated $286.
Advanced Drainage Systems made up 0.06% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #167 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Advanced Drainage Systems in Q1 2025 and has held it in 6 quarters since.
267 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.