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Montag & Associates’s Advanced Drainage Systems WMS Stock Holding History

Montag & Associates’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
-7
Closed -$925 – 994
2026
Q1 		$925 Buy
+7
New +$1.08K ﹤0.01% 901
2025
Q2 		– Sell
-144
Closed -$15.6K – 1030
2025
Q1 		$15.6K Hold
144
– – ﹤0.01% 739
2024
Q4 		$16.6K Hold
144
– – ﹤0.01% 728
2024
Q3 		$22.6K Hold
144
– – ﹤0.01% 717
2024
Q2 		$23.1K Hold
144
– – ﹤0.01% 692
2024
Q1 		$24.8K Hold
144
– – ﹤0.01% 677
2023
Q4 		$20.3K Hold
144
– – ﹤0.01% 690
2023
Q3 		$16.4K Hold
144
– – ﹤0.01% 687
2023
Q2 		$16.4K Hold
144
– – ﹤0.01% 694
2023
Q1 		$12.1K Buy
144
+70
+95% +$6.16K ﹤0.01% 724
2022
Q4 		$6.07K Hold
74
– – ﹤0.01% 795
2022
Q3 		$9K Buy
+74
New +$9.21K ﹤0.01% 742

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

Montag & Associates's WMS Position: Q2 2026 in Review

Montag & Associates sold out of Advanced Drainage Systems (WMS) in Q2 2026, closing a stake of 7 shares — an estimated $925 sold.

Montag & Associates first reported a position in WMS in Q3 2022 and held it in 12 quarters. The position peaked at $24.8K in Q1 2024. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Montag & Associates reported no remaining Advanced Drainage Systems position as of Q2 2026 after selling out during the quarter.
  • Montag & Associates sold 7 Advanced Drainage Systems shares in Q2 2026, an estimated $925.
  • Montag & Associates first reported a position in Advanced Drainage Systems in Q3 2022 and held it in 12 quarters.
  • Montag & Associates's Advanced Drainage Systems position peaked at $24.8K in Q1 2024.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.