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LRI Investments’s Advanced Drainage Systems WMS Stock Holding History

LRI Investments’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 		$11K Buy
70
+4
+6% +$572 ﹤0.01% 935
2026
Q1 		$9.05K Buy
+66
New +$10.2K ﹤0.01% 912

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 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

LRI Investments's WMS Position: Q2 2026 in Review

LRI Investments increased its Advanced Drainage Systems (WMS) stake by 6.1% in Q2 2026, buying an estimated $572 and bringing the position to 70 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

LRI Investments first reported a position in WMS in Q1 2026 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • LRI Investments held 70 shares of Advanced Drainage Systems worth $11K as of Q2 2026.
  • LRI Investments bought 4 Advanced Drainage Systems shares in Q2 2026, an estimated $572.
  • Advanced Drainage Systems made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #935 holding.
  • LRI Investments first reported a position in Advanced Drainage Systems in Q1 2026 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.