MA
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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
Q1 		$925 Buy
+7
New +$1.08K ﹤0.01% 901
2025
Q2 		– Sell
-144
Closed -$15.6K – 1034
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return