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Measured Wealth Private Client Group’s Advanced Drainage Systems WMS Stock Holding History

Measured Wealth Private Client Group’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 		– Sell
-136
Closed -$18.6K – 771
2026
Q1 		$18.6K Buy
+136
New +$21K 0.01% 486

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

Measured Wealth Private Client Group's WMS Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of Advanced Drainage Systems (WMS) in Q2 2026, closing a stake of 136 shares — an estimated $18.6K sold.

Measured Wealth Private Client Group first reported a position in WMS in Q1 2026 and held it in 1 quarter. The position peaked at $18.6K in Q1 2026. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Measured Wealth Private Client Group reported no remaining Advanced Drainage Systems position as of Q2 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 136 Advanced Drainage Systems shares in Q2 2026, an estimated $18.6K.
  • Measured Wealth Private Client Group first reported a position in Advanced Drainage Systems in Q1 2026 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Advanced Drainage Systems position peaked at $18.6K in Q1 2026.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.