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Marshall & Sterling Wealth Advisors’s Advanced Drainage Systems WMS Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-89
Closed -$12.3K – 633
2025
Q3 		$12.3K Hold
89
– – 0.01% 314
2025
Q2 		$10.2K Buy
+89
New +$9.97K 0.01% 323

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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
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's WMS Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Advanced Drainage Systems (WMS) in Q4 2025, closing a stake of 89 shares — an estimated $12.3K sold.

Marshall & Sterling Wealth Advisors first reported a position in WMS in Q2 2025 and held it in 2 quarters. The position peaked at $12.3K in Q3 2025. 547 funds tracked by Wall St. Rank hold WMS as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Advanced Drainage Systems position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 89 Advanced Drainage Systems shares in Q4 2025, an estimated $12.3K.
  • Marshall & Sterling Wealth Advisors first reported a position in Advanced Drainage Systems in Q2 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Advanced Drainage Systems position peaked at $12.3K in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.