Kestra Advisory Services’s Advanced Drainage Systems WMS Stock Holding History

Kestra Advisory Services’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 Q3	$1.18M	Sell	9,322 -237	-2%	-$33.1K	﹤0.01%	1841
2026 Q2	$1.5M	Buy	+9,559	New	+$1.37M	﹤0.01%	1534
2026 Q1	–	Sell	-258	Closed	-$37.4K	–	4401
2025 Q4	$37.4K	Buy	+258	New	+$37.4K	﹤0.01%	4148
2025 Q1	–	Sell	-3,099	Closed	-$358K	–	2913
2024 Q4	$358K	Sell	3,099 -196	-6%	-$27.2K	﹤0.01%	2108
2024 Q3	$518K	Buy	3,295 +8	+0.2%	+$1.25K	﹤0.01%	1745
2024 Q2	$527K	Buy	3,287 +263	+9%	+$44K	﹤0.01%	1738
2024 Q1	$521K	Buy	3,024 +575	+23%	+$86.6K	﹤0.01%	1639
2023 Q4	$344K	Buy	+2,449	New	+$295K	﹤0.01%	1754

Other funds holding WMS

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Kestra Advisory Services's WMS Position: Q3 2026 in Review

Kestra Advisory Services reduced its Advanced Drainage Systems (WMS) stake by 2.5% in Q3 2026, selling an estimated $33.1K and leaving 9,322 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

Kestra Advisory Services first reported a position in WMS in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.5M in Q2 2026. 278 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

Kestra Advisory Services held 9,322 shares of Advanced Drainage Systems worth $1.18M as of Q3 2026.
Kestra Advisory Services sold 237 Advanced Drainage Systems shares in Q3 2026, an estimated $33.1K.
Advanced Drainage Systems made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1841 holding.
Kestra Advisory Services first reported a position in Advanced Drainage Systems in Q4 2023 and has held it in 8 quarters since.
Kestra Advisory Services's Advanced Drainage Systems position peaked at $1.5M in Q2 2026.
278 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.