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Kestra Private Wealth Services’s Advanced Drainage Systems WMS Stock Holding History

Kestra Private Wealth 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
Q2 		$535K Sell
3,408
-57
-2% -$8.15K 0.01% 1199
2026
Q1 		$475K Buy
+3,465
New +$536K 0.01% 1238
2025
Q4 		– Sell
-4,261
Closed -$591K – 1815
2025
Q3 		$591K Buy
4,261
+221
+5% +$29K 0.01% 1028
2025
Q2 		$464K Buy
4,040
+145
+4% +$16.2K 0.01% 1077
2025
Q1 		$423K Buy
3,895
+80
+2% +$9.33K 0.01% 1044
2024
Q4 		$441K Buy
3,815
+1,018
+36% +$141K 0.01% 978
2024
Q3 		$440K Buy
2,797
+119
+4% +$18.6K 0.01% 925
2024
Q2 		$430K Buy
2,678
+65
+2% +$10.9K 0.01% 894
2024
Q1 		$450K Buy
2,613
+156
+6% +$23.5K 0.01% 842
2023
Q4 		$346K Buy
+2,457
New +$296K 0.01% 887
2022
Q2 		– Sell
-1,993
Closed -$237K – 1020
2022
Q1 		$237K Buy
1,993
+28
+1% +$3.32K 0.01% 829
2021
Q4 		$267K Buy
1,965
+1
+0.1% +$123 0.01% 816
2021
Q3 		$212K Buy
1,964
+17
+0.9% +$1.96K 0.01% 830
2021
Q2 		$227K Hold
1,947
– – 0.01% 766
2021
Q1 		$201K Buy
+1,947
New +$190K 0.01% 739

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

Kestra Private Wealth Services's WMS Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Advanced Drainage Systems (WMS) stake by 1.6% in Q2 2026, selling an estimated $8.15K and leaving 3,408 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #1199.

Kestra Private Wealth Services first reported a position in WMS in Q1 2021 and has held it in 15 quarters since. The position peaked at $591K in Q3 2025. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Kestra Private Wealth Services held 3,408 shares of Advanced Drainage Systems worth $535K as of Q2 2026.
  • Kestra Private Wealth Services sold 57 Advanced Drainage Systems shares in Q2 2026, an estimated $8.15K.
  • Advanced Drainage Systems made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1199 holding.
  • Kestra Private Wealth Services first reported a position in Advanced Drainage Systems in Q1 2021 and has held it in 15 quarters since.
  • Kestra Private Wealth Services's Advanced Drainage Systems position peaked at $591K in Q3 2025.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.