Fortitude Family Office’s Advanced Drainage Systems WMS Stock Holding History

Fortitude Family Office’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 Q3	$12.7K	Buy	100 +54	+117%	+$7.55K	﹤0.01%	1099
2026 Q2	$7.22K	Sell	46 -3	-6%	-$429	﹤0.01%	913
2026 Q1	$6.72K	Buy	49 +34	+227%	+$5.26K	﹤0.01%	811
2025 Q4	$2.17K	Sell	15 -3	-17%	-$434	﹤0.01%	1141
2025 Q3	$2.5K	Buy	18 +7	+64%	+$919	﹤0.01%	1117
2025 Q2	$1.26K	Buy	+11	New	+$1.23K	﹤0.01%	1396

Other funds holding WMS

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

BAM

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Fortitude Family Office's WMS Position: Q3 2026 in Review

Fortitude Family Office increased its Advanced Drainage Systems (WMS) stake by 117% in Q3 2026, buying an estimated $7.55K and bringing the position to 100 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Fortitude Family Office first reported a position in WMS in Q2 2025 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

Fortitude Family Office held 100 shares of Advanced Drainage Systems worth $12.7K as of Q3 2026.
Fortitude Family Office bought 54 Advanced Drainage Systems shares in Q3 2026, an estimated $7.55K.
Advanced Drainage Systems made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1099 holding.
Fortitude Family Office first reported a position in Advanced Drainage Systems in Q2 2025 and has held it in 6 quarters since.
34 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.