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Larson Financial Group’s Advanced Drainage Systems WMS Stock Holding History

Larson Financial 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 		$87.6K Buy
558
+138
+33% +$19.7K ﹤0.01% 1245
2026
Q1 		$57.6K Buy
420
+43
+11% +$6.65K ﹤0.01% 1283
2025
Q4 		$54.6K Buy
377
+74
+24% +$10.7K ﹤0.01% 1185
2025
Q3 		$42K Hold
303
– – ﹤0.01% 1234
2025
Q2 		$34.8K Buy
303
+245
+422% +$27.4K ﹤0.01% 1222
2025
Q1 		$6.3K Buy
+58
New +$6.76K ﹤0.01% 1820

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

Larson Financial Group's WMS Position: Q2 2026 in Review

Larson Financial Group increased its Advanced Drainage Systems (WMS) stake by 33% in Q2 2026, buying an estimated $19.7K and bringing the position to 558 shares worth $87.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Larson Financial Group first reported a position in WMS in Q1 2025 and has held it in 6 quarters since. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Larson Financial Group held 558 shares of Advanced Drainage Systems worth $87.6K as of Q2 2026.
  • Larson Financial Group bought 138 Advanced Drainage Systems shares in Q2 2026, an estimated $19.7K.
  • Advanced Drainage Systems made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1245 holding.
  • Larson Financial Group first reported a position in Advanced Drainage Systems in Q1 2025 and has held it in 6 quarters since.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.