Independent Advisor Alliance’s Advanced Drainage Systems WMS Stock Holding History

Independent Advisor Alliance’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	$1.02M	Buy	6,478 +19	+0.3%	+$2.71K	0.02%	454
2026 Q1	$886K	Buy	6,459 +14	+0.2%	+$2.17K	0.01%	884
2025 Q4	$933K	Sell	6,445 -555	-8%	-$80.4K	0.02%	486
2025 Q3	$971K	Buy	7,000 +951	+16%	+$125K	0.03%	448
2025 Q2	$695K	Buy	6,049 +52	+0.9%	+$5.83K	0.02%	497
2025 Q1	$652K	Buy	5,997 +23	+0.4%	+$2.68K	0.02%	461
2024 Q4	$691K	Sell	5,974 -1	-0%	-$139	0.01%	841
2024 Q3	$939K	Buy	+5,975	New	+$933K	0.03%	341

Other funds holding WMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Advisor Alliance's WMS Position: Q2 2026 in Review

Independent Advisor Alliance increased its Advanced Drainage Systems (WMS) stake by 0.29% in Q2 2026, buying an estimated $2.71K and bringing the position to 6,478 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #454.

Independent Advisor Alliance first reported a position in WMS in Q3 2024 and has held it in 8 quarters since. 547 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

Independent Advisor Alliance held 6,478 shares of Advanced Drainage Systems worth $1.02M as of Q2 2026.
Independent Advisor Alliance bought 19 Advanced Drainage Systems shares in Q2 2026, an estimated $2.71K.
Advanced Drainage Systems made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #454 holding.
Independent Advisor Alliance first reported a position in Advanced Drainage Systems in Q3 2024 and has held it in 8 quarters since.
547 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.