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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
Q3 		$1.27K Sell
10
-495
-98% -$69.2K ﹤0.01% 1334
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

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Harbor Investment Advisory's WMS Position: Q3 2026 in Review

Harbor Investment Advisory reduced its Advanced Drainage Systems (WMS) stake by 98% in Q3 2026, selling an estimated $69.2K and leaving 10 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Harbor Investment Advisory first reported a position in WMS in Q2 2023 and has held it in 14 quarters since. The position peaked at $79.3K in Q2 2026. 34 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

  • Harbor Investment Advisory held 10 shares of Advanced Drainage Systems worth $1.27K as of Q3 2026.
  • Harbor Investment Advisory sold 495 Advanced Drainage Systems shares in Q3 2026, an estimated $69.2K.
  • Advanced Drainage Systems made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1334 holding.
  • Harbor Investment Advisory first reported a position in Advanced Drainage Systems in Q2 2023 and has held it in 14 quarters since.
  • Harbor Investment Advisory's Advanced Drainage Systems position peaked at $79.3K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.