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Marshall Financial Group (Maryland)’s Advanced Drainage Systems WMS Stock Holding History

Marshall Financial Group (Maryland)’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 		$960K Buy
6,117
+4,322
+241% +$618K 0.14% 140
2026
Q1 		$246K Sell
1,795
-8
-0.4% -$1.24K 0.04% 264
2025
Q4 		$261K Sell
1,803
-7,726
-81% -$1.12M 0.05% 247
2025
Q3 		$1.32M Buy
9,529
+268
+3% +$35.2K 0.26% 91
2025
Q2 		$1.07M Buy
9,261
+563
+6% +$63.1K 0.21% 110
2025
Q1 		$945K Buy
8,698
+1,177
+16% +$137K 0.21% 121
2024
Q4 		$869K Buy
7,521
+56
+0.8% +$7.77K 0.21% 124
2024
Q3 		$1.17M Buy
7,465
+170
+2% +$26.5K 0.28% 94
2024
Q2 		$1.17M Buy
7,295
+166
+2% +$27.7K 0.33% 77
2024
Q1 		$1.23M Buy
7,129
+544
+8% +$81.9K 0.35% 72
2023
Q4 		$926K Buy
+6,585
New +$794K 0.3% 89

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

Marshall Financial Group (Maryland)'s WMS Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Advanced Drainage Systems (WMS) stake by 241% in Q2 2026, buying an estimated $618K and bringing the position to 6,117 shares worth $960K. The position accounts for 0.14% of the portfolio, ranked #140.

Marshall Financial Group (Maryland) first reported a position in WMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q3 2025. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Marshall Financial Group (Maryland) held 6,117 shares of Advanced Drainage Systems worth $960K as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 4,322 Advanced Drainage Systems shares in Q2 2026, an estimated $618K.
  • Advanced Drainage Systems made up 0.14% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #140 holding.
  • Marshall Financial Group (Maryland) first reported a position in Advanced Drainage Systems in Q4 2023 and has held it in 11 quarters since.
  • Marshall Financial Group (Maryland)'s Advanced Drainage Systems position peaked at $1.32M in Q3 2025.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.