IWC
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Integrated Wealth Concepts’s Advanced Drainage Systems WMS Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-2,364
Closed -$324K – 2546
2026
Q1 		$324K Buy
+2,364
New +$366K ﹤0.01% 1804
2025
Q3 		– Sell
-2,941
Closed -$338K – 2110
2025
Q2 		$338K Buy
+2,941
New +$329K ﹤0.01% 1491

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

Integrated Wealth Concepts's WMS Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Advanced Drainage Systems (WMS) in Q2 2026, closing a stake of 2,364 shares — an estimated $324K sold.

Integrated Wealth Concepts first reported a position in WMS in Q2 2025 and held it in 2 quarters. The position peaked at $338K in Q2 2025. 556 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Advanced Drainage Systems position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 2,364 Advanced Drainage Systems shares in Q2 2026, an estimated $324K.
  • Integrated Wealth Concepts first reported a position in Advanced Drainage Systems in Q2 2025 and held it in 2 quarters.
  • Integrated Wealth Concepts's Advanced Drainage Systems position peaked at $338K in Q2 2025.
  • 556 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.