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

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

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

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.