JWM
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Jessup Wealth Management’s Advanced Drainage Systems WMS Stock Holding History

Jessup 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
2025
Q3 		– Sell
-7,081
Closed -$813K – 82
2025
Q2 		$813K Buy
7,081
+11
+0.2% +$1.23K 0.33% 41
2025
Q1 		$768K Buy
7,070
+3,411
+93% +$398K 0.32% 41
2024
Q4 		$423K Buy
3,659
+1,503
+70% +$209K 0.18% 48
2024
Q3 		$339K Buy
2,156
+2
+0.1% +$312 0.16% 45
2024
Q2 		$345K Buy
2,154
+2
+0.1% +$334 0.15% 47
2024
Q1 		$371K Buy
+2,152
New +$324K 0.16% 45

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Jessup Wealth Management's WMS Position: Q3 2025 in Review

Jessup Wealth Management sold out of Advanced Drainage Systems (WMS) in Q3 2025, closing a stake of 7,081 shares — an estimated $813K sold.

Jessup Wealth Management first reported a position in WMS in Q1 2024 and held it in 6 quarters. The position peaked at $813K in Q2 2025. 498 funds tracked by Wall St. Rank hold WMS as of Q3 2025.

  • Jessup Wealth Management reported no remaining Advanced Drainage Systems position as of Q3 2025 after selling out during the quarter.
  • Jessup Wealth Management sold 7,081 Advanced Drainage Systems shares in Q3 2025, an estimated $813K.
  • Jessup Wealth Management first reported a position in Advanced Drainage Systems in Q1 2024 and held it in 6 quarters.
  • Jessup Wealth Management's Advanced Drainage Systems position peaked at $813K in Q2 2025.
  • 498 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2025.

Based on Jessup Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.