Loring Wolcott & Coolidge Fiduciary Advisors’s Advanced Drainage Systems WMS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q1	$34.3K	Hold	233	–	–	﹤0.01%	448
2025 Q4	$35.7K	Hold	233	–	–	﹤0.01%	441
2025 Q3	$33.1K	Hold	233	–	–	﹤0.01%	455
2025 Q2	$26.8K	Hold	233	–	–	﹤0.01%	435
2025 Q1	$24.7K	Hold	233	–	–	﹤0.01%	433
2024 Q4	$29.1K	Hold	233	–	–	﹤0.01%	436
2024 Q3	$35.2K	Hold	233	–	–	﹤0.01%	419
2024 Q2	$41.6K	Hold	233	–	–	﹤0.01%	409
2024 Q1	$36.5K	Hold	233	–	–	﹤0.01%	420
2023 Q4	$30.4K	Hold	233	–	–	﹤0.01%	433
2023 Q3	$25K	Hold	233	–	–	﹤0.01%	465
2023 Q2	$26.5K	Buy	233 +113	+94%	+$10.7K	﹤0.01%	480
2023 Q1	$10.1K	Buy	+120	New	+$10.6K	﹤0.01%	513
2021 Q3	–	Sell	-20	Closed	-$2K	–	944
2021 Q2	$2K	Buy	+20	New	+$2.22K	﹤0.01%	902

Other funds holding WMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WMS Position: Q1 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Advanced Drainage Systems (WMS) position steady in Q1 2026 at 233 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WMS in Q2 2021 and has held it in 14 quarters since. The position peaked at $41.6K in Q2 2024. 577 funds tracked by Wall St. Rank hold WMS as of Q1 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 233 shares of Advanced Drainage Systems worth $34.3K as of Q1 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Advanced Drainage Systems share count unchanged in Q1 2026.
Advanced Drainage Systems made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q1 2026, its #448 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Advanced Drainage Systems in Q2 2021 and has held it in 14 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Advanced Drainage Systems position peaked at $41.6K in Q2 2024.
577 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.