Modern Wealth Management’s Advanced Drainage Systems WMS Stock Holding History

Modern Wealth Management’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	$207K	Buy	+1,317	New	+$188K	﹤0.01%	1023

Other funds holding WMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Modern Wealth Management's WMS Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Advanced Drainage Systems (WMS) in Q2 2026: 1,317 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1023 among its holdings.

547 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

Modern Wealth Management held 1,317 shares of Advanced Drainage Systems worth $207K as of Q2 2026.
Advanced Drainage Systems was a new Modern Wealth Management position in Q2 2026.
Advanced Drainage Systems made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1023 holding.
547 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.