Harbor Investment Advisory’s Advanced Drainage Systems WMS Stock Holding History

Harbor Investment Advisory’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 Q2	$79.3K	Buy	505 +495	+4,950%	+$70.7K	0.01%	627
2026 Q1	$1.37K	Hold	10	–	–	﹤0.01%	1134
2025 Q4	$1.45K	Hold	10	–	–	﹤0.01%	1148
2025 Q3	$1.39K	Hold	10	–	–	﹤0.01%	1113
2025 Q2	$1.15K	Hold	10	–	–	﹤0.01%	1111
2025 Q1	$1.09K	Hold	10	–	–	﹤0.01%	1112
2024 Q4	$1.16K	Hold	10	–	–	﹤0.01%	1092
2024 Q3	$1.57K	Hold	10	–	–	﹤0.01%	1081
2024 Q2	$1.6K	Hold	10	–	–	﹤0.01%	1089
2024 Q1	$1.72K	Hold	10	–	–	﹤0.01%	1144
2023 Q4	$1.41K	Hold	10	–	–	﹤0.01%	1071
2023 Q3	$1.14K	Hold	10	–	–	﹤0.01%	1088
2023 Q2	$1.14K	Buy	+10	New	+$944	﹤0.01%	1250

Other funds holding WMS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return