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HB Wealth Management’s Advanced Drainage Systems WMS Stock Holding History

HB Wealth Management’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 		$252K Sell
1,605
-269
-14% -$38.4K ﹤0.01% 1469
2026
Q1 		$257K Buy
1,874
+409
+28% +$63.3K ﹤0.01% 1311
2025
Q4 		$212K Buy
+1,465
New +$212K ﹤0.01% 1306

Other funds holding WMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HB Wealth Management's WMS Position: Q2 2026 in Review

HB Wealth Management reduced its Advanced Drainage Systems (WMS) stake by 14% in Q2 2026, selling an estimated $38.4K and leaving 1,605 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

HB Wealth Management first reported a position in WMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $257K in Q1 2026. 556 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • HB Wealth Management held 1,605 shares of Advanced Drainage Systems worth $252K as of Q2 2026.
  • HB Wealth Management sold 269 Advanced Drainage Systems shares in Q2 2026, an estimated $38.4K.
  • Advanced Drainage Systems made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1469 holding.
  • HB Wealth Management first reported a position in Advanced Drainage Systems in Q4 2025 and has held it in 3 quarters since.
  • HB Wealth Management's Advanced Drainage Systems position peaked at $257K in Q1 2026.
  • 556 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.