JAG
WMS icon

Journey Advisory Group’s Advanced Drainage Systems WMS Stock Holding History

Journey Advisory Group’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 		$570K Hold
3,628
– – 0.04% 194
2026
Q1 		$497K Buy
3,628
+1
+0% +$155 0.04% 184
2025
Q4 		$525K Buy
3,627
+1,931
+114% +$280K 0.04% 187
2025
Q3 		$235K Buy
+1,696
New +$223K 0.02% 249
2025
Q1 		– Sell
-1,716
Closed -$275K – 294
2024
Q4 		$275K Hold
1,716
– – 0.03% 196
2024
Q3 		$275K Hold
1,716
– – 0.03% 196
2024
Q2 		$275K Sell
1,716
-3,029
-64% -$506K 0.03% 196
2024
Q1 		$817K Hold
4,745
– – 0.1% 125
2023
Q4 		$667K Sell
4,745
-200
-4% -$24.1K 0.09% 127
2023
Q3 		$563K Buy
4,945
+1
+0% +$122 0.08% 137
2023
Q2 		$563K Sell
4,944
-350
-7% -$33K 0.08% 141
2023
Q1 		$446K Sell
5,294
-111
-2% -$9.76K 0.07% 160
2022
Q4 		$443K Sell
5,405
-2,525
-32% -$256K 0.11% 139
2022
Q3 		$986K Sell
7,930
-550
-6% -$68.5K 0.25% 86
2022
Q2 		$1.01M Sell
8,480
-1,050
-11% -$108K 0.23% 92
2022
Q1 		$1.13M Hold
9,530
– – 0.29% 83
2021
Q4 		$1.3M Sell
9,530
-50
-0.5% -$6.15K 0.36% 66
2021
Q3 		$1.04M Hold
9,580
– – 0.34% 73
2021
Q2 		$1.12M Hold
9,580
– – 0.35% 67
2021
Q1 		$990K Hold
9,580
– – 0.35% 69
2020
Q4 		$801K Buy
+9,580
New +$679K 0.3% 73

Other funds holding WMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

Journey Advisory Group's WMS Position: Q2 2026 in Review

Journey Advisory Group held its Advanced Drainage Systems (WMS) position steady in Q2 2026 at 3,628 shares worth $570K. The position accounts for 0.04% of the portfolio, ranked #194.

Journey Advisory Group first reported a position in WMS in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.3M in Q4 2021. 314 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Journey Advisory Group held 3,628 shares of Advanced Drainage Systems worth $570K as of Q2 2026.
  • Journey Advisory Group left its Advanced Drainage Systems share count unchanged in Q2 2026.
  • Advanced Drainage Systems made up 0.04% of Journey Advisory Group's portfolio in Q2 2026, its #194 holding.
  • Journey Advisory Group first reported a position in Advanced Drainage Systems in Q4 2020 and has held it in 21 quarters since.
  • Journey Advisory Group's Advanced Drainage Systems position peaked at $1.3M in Q4 2021.
  • 314 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.