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Forum Financial Management’s Advanced Drainage Systems WMS Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-1,789
Closed -$259K – 992
2025
Q4 		$259K Buy
1,789
+4
+0.2% +$579 ﹤0.01% 826
2025
Q3 		$248K Buy
+1,785
New +$234K ﹤0.01% 844
2024
Q3 		– Sell
-1,249
Closed -$200K – 786
2024
Q2 		$200K Buy
1,249
+1
+0.1% +$167 ﹤0.01% 675
2024
Q1 		$215K Buy
+1,248
New +$188K ﹤0.01% 673

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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Forum Financial Management's WMS Position: Q1 2026 in Review

Forum Financial Management sold out of Advanced Drainage Systems (WMS) in Q1 2026, closing a stake of 1,789 shares — an estimated $259K sold.

Forum Financial Management first reported a position in WMS in Q1 2024 and held it in 4 quarters. The position peaked at $259K in Q4 2025. 579 funds tracked by Wall St. Rank hold WMS as of Q1 2026.

  • Forum Financial Management reported no remaining Advanced Drainage Systems position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,789 Advanced Drainage Systems shares in Q1 2026, an estimated $259K.
  • Forum Financial Management first reported a position in Advanced Drainage Systems in Q1 2024 and held it in 4 quarters.
  • Forum Financial Management's Advanced Drainage Systems position peaked at $259K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.