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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
Q2 		$36.6K Hold
233
– – ﹤0.01% 459
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WMS Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Advanced Drainage Systems (WMS) position steady in Q2 2026 at 233 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WMS in Q2 2021 and has held it in 15 quarters since. The position peaked at $41.6K in Q2 2024. 161 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 233 shares of Advanced Drainage Systems worth $36.6K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Advanced Drainage Systems share count unchanged in Q2 2026.
  • Advanced Drainage Systems made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #459 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Advanced Drainage Systems in Q2 2021 and has held it in 15 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Advanced Drainage Systems position peaked at $41.6K in Q2 2024.
  • 161 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.