JWA
WMS icon

JFS Wealth Advisors’s Advanced Drainage Systems WMS Stock Holding History

JFS Wealth Advisors’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 		$8.16K Buy
52
+2
+4% +$286 ﹤0.01% 1097
2026
Q1 		$6.86K Buy
50
+3
+6% +$464 ﹤0.01% 1088
2025
Q4 		$6.81K Buy
47
+17
+57% +$2.46K ﹤0.01% 1121
2025
Q3 		$4.16K Buy
30
+1
+3% +$131 ﹤0.01% 1195
2025
Q2 		$3.33K Sell
29
-7
-19% -$784 ﹤0.01% 1229
2025
Q1 		$3.91K Sell
36
-8
-18% -$933 ﹤0.01% 1223
2024
Q4 		$5.09K Hold
44
– – ﹤0.01% 1122
2024
Q3 		$6.92K Buy
44
+1
+2% +$156 ﹤0.01% 993
2024
Q2 		$6.9K Hold
43
– – ﹤0.01% 926
2024
Q1 		$7.41K Hold
43
– – ﹤0.01% 922
2023
Q4 		$6.05K Sell
43
-6
-12% -$723 ﹤0.01% 977
2023
Q3 		$5.58K Buy
49
+14
+40% +$1.71K ﹤0.01% 953
2023
Q2 		$3.98K Sell
35
-3
-8% -$283 ﹤0.01% 1101
2023
Q1 		$3.2K Buy
38
+17
+81% +$1.5K ﹤0.01% 1179
2022
Q4 		$1.72K Sell
21
-28
-57% -$2.84K ﹤0.01% 1426
2022
Q3 		$6K Buy
49
+30
+158% +$3.73K ﹤0.01% 951
2022
Q2 		$2K Sell
19
-22
-54% -$2.26K ﹤0.01% 1413
2022
Q1 		$5K Buy
41
+27
+193% +$3.2K ﹤0.01% 1087
2021
Q4 		$2K Buy
+14
New +$1.72K ﹤0.01% 1195

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's WMS Position: Q2 2026 in Review

JFS Wealth Advisors increased its Advanced Drainage Systems (WMS) stake by 4% in Q2 2026, buying an estimated $286 and bringing the position to 52 shares worth $8.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

JFS Wealth Advisors first reported a position in WMS in Q4 2021 and has held it in 19 quarters since. 547 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • JFS Wealth Advisors held 52 shares of Advanced Drainage Systems worth $8.16K as of Q2 2026.
  • JFS Wealth Advisors bought 2 Advanced Drainage Systems shares in Q2 2026, an estimated $286.
  • Advanced Drainage Systems made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1097 holding.
  • JFS Wealth Advisors first reported a position in Advanced Drainage Systems in Q4 2021 and has held it in 19 quarters since.
  • 547 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.