Great Valley Advisor Group
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Great Valley Advisor Group’s Advanced Drainage Systems WMS Stock Holding History

Great Valley Advisor Group’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
-2,051
Closed -$223K – 946
2025
Q1 		$223K Hold
2,051
– – ﹤0.01% 807
2024
Q4 		$237K Sell
2,051
-18
-0.9% -$2.5K 0.01% 762
2024
Q3 		$325K Hold
2,069
– – 0.01% 670
2024
Q2 		$332K Sell
2,069
-19
-0.9% -$3.17K 0.01% 620
2024
Q1 		$359K Buy
2,088
+19
+0.9% +$2.86K 0.01% 561
2023
Q4 		$291K Hold
2,069
– – 0.01% 588
2023
Q3 		$236K Hold
2,069
– – 0.01% 592
2023
Q2 		$235K Buy
+2,069
New +$195K 0.01% 624

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BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Great Valley Advisor Group's WMS Position: Q2 2025 in Review

Great Valley Advisor Group sold out of Advanced Drainage Systems (WMS) in Q2 2025, closing a stake of 2,051 shares — an estimated $223K sold.

Great Valley Advisor Group first reported a position in WMS in Q2 2023 and held it in 8 quarters. The position peaked at $359K in Q1 2024. 483 funds tracked by Wall St. Rank hold WMS as of Q2 2025.

  • Great Valley Advisor Group reported no remaining Advanced Drainage Systems position as of Q2 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 2,051 Advanced Drainage Systems shares in Q2 2025, an estimated $223K.
  • Great Valley Advisor Group first reported a position in Advanced Drainage Systems in Q2 2023 and held it in 8 quarters.
  • Great Valley Advisor Group's Advanced Drainage Systems position peaked at $359K in Q1 2024.
  • 483 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.