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Global Financial Private Client’s Advanced Drainage Systems WMS Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-5
Closed -$543 – 1606
2025
Q1 		$543 Buy
5
+3
+150% +$350 ﹤0.01% 1245
2024
Q4 		$231 Buy
+2
New +$278 ﹤0.01% 1215

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Global Financial Private Client's WMS Position: Q2 2025 in Review

Global Financial Private Client sold out of Advanced Drainage Systems (WMS) in Q2 2025, closing a stake of 5 shares — an estimated $543 sold.

Global Financial Private Client first reported a position in WMS in Q4 2024 and held it in 2 quarters. The position peaked at $543 in Q1 2025. 481 funds tracked by Wall St. Rank hold WMS as of Q2 2025.

  • Global Financial Private Client reported no remaining Advanced Drainage Systems position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 5 Advanced Drainage Systems shares in Q2 2025, an estimated $543.
  • Global Financial Private Client first reported a position in Advanced Drainage Systems in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Advanced Drainage Systems position peaked at $543 in Q1 2025.
  • 481 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.