IP
WMS icon

Isthmus Partners’s Advanced Drainage Systems WMS Stock Holding History

Isthmus Partners’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
Q1 		$329K Sell
2,398
-434
-15% -$67.2K 0.03% 180
2025
Q4 		$410K Buy
+2,832
New +$410K 0.05% 154
2025
Q3 		– Sell
-2,875
Closed -$330K – 225
2025
Q2 		$330K Hold
2,875
– – 0.04% 175
2025
Q1 		$312K Buy
2,875
+150
+6% +$17.5K 0.04% 179
2024
Q4 		$315K Buy
2,725
+153
+6% +$21.2K 0.04% 179
2024
Q3 		$404K Buy
2,572
+342
+15% +$53.4K 0.05% 147
2024
Q2 		$358K Buy
2,230
+95
+4% +$15.9K 0.04% 151
2024
Q1 		$368K Hold
2,135
– – 0.04% 154
2023
Q4 		$300K Buy
+2,135
New +$257K 0.04% 161

Other funds holding WMS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return