GVAG
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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

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