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Lifestyle Asset Management’s Advanced Drainage Systems WMS Stock Holding History

Lifestyle Asset Management’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
2025
Q3 		– Sell
-9,572
Closed -$1.1M – 149
2025
Q2 		$1.1M Buy
9,572
+1,360
+17% +$152K 0.51% 46
2025
Q1 		$892K Buy
8,212
+795
+11% +$92.7K 0.49% 45
2024
Q4 		$857K Buy
7,417
+338
+5% +$46.9K 0.47% 48
2024
Q3 		$1.11M Buy
7,079
+229
+3% +$35.8K 0.61% 37
2024
Q2 		$1.1M Sell
6,850
-862
-11% -$144K 0.63% 32
2024
Q1 		$1.33M Sell
7,712
-1,891
-20% -$285K 0.78% 23
2023
Q4 		$1.35M Sell
9,603
-170
-2% -$20.5K 0.75% 23
2023
Q3 		$1.11M Sell
9,773
-711
-7% -$86.8K 0.67% 27
2023
Q2 		$1.19M Buy
10,484
+227
+2% +$21.4K 0.72% 21
2023
Q1 		$864K Sell
10,257
-77
-0.7% -$6.77K 0.58% 43
2022
Q4 		$847K Buy
+10,334
New +$1.05M 0.68% 41

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Lifestyle Asset Management's WMS Position: Q3 2025 in Review

Lifestyle Asset Management sold out of Advanced Drainage Systems (WMS) in Q3 2025, closing a stake of 9,572 shares — an estimated $1.1M sold.

Lifestyle Asset Management first reported a position in WMS in Q4 2022 and held it in 11 quarters. The position peaked at $1.35M in Q4 2023. 500 funds tracked by Wall St. Rank hold WMS as of Q3 2025.

  • Lifestyle Asset Management reported no remaining Advanced Drainage Systems position as of Q3 2025 after selling out during the quarter.
  • Lifestyle Asset Management sold 9,572 Advanced Drainage Systems shares in Q3 2025, an estimated $1.1M.
  • Lifestyle Asset Management first reported a position in Advanced Drainage Systems in Q4 2022 and held it in 11 quarters.
  • Lifestyle Asset Management's Advanced Drainage Systems position peaked at $1.35M in Q4 2023.
  • 500 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2025.

Based on Lifestyle Asset Management's 13F filing for Q3 2025, filed 9 Oct 2025.