Montanaro Asset Management’s Advanced Drainage Systems WMS Stock Holding History

Montanaro Asset 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 Q1	$1.48M	Sell	10,800 -5,500	-34%	-$851K	0.44%	39
2025 Q4	$2.36M	Sell	16,300 -10,300	-39%	-$1.49M	0.66%	33
2025 Q3	$3.69M	Sell	26,600 -11,200	-30%	-$1.47M	0.92%	33
2025 Q2	$4.34M	Sell	37,800 -200	-0.5%	-$22.4K	1.12%	30
2025 Q1	$4.13M	Sell	38,000 -29,700	-44%	-$3.46M	1.21%	30
2024 Q4	$7.83M	Sell	67,700 -15,700	-19%	-$2.18M	1.62%	27
2024 Q3	$13.1M	Sell	83,400 -5,800	-7%	-$906K	2.34%	20
2024 Q2	$14.3M	Sell	89,200 -1,300	-1%	-$217K	2.67%	18
2024 Q1	$15.6M	Sell	90,500 -3,000	-3%	-$452K	2.82%	17
2023 Q4	$13.1M	Sell	93,500 -35,000	-27%	-$4.22M	2.47%	19
2023 Q3	$14.6M	Sell	128,500 -23,500	-15%	-$2.87M	2.57%	19
2023 Q2	$17.3M	Sell	152,000 -12,500	-8%	-$1.18M	2.73%	18
2023 Q1	$13.9M	Buy	164,500 +27,500	+20%	+$2.42M	2.15%	21
2022 Q4	$11.2M	Sell	137,000 -25,000	-15%	-$2.53M	1.83%	25
2022 Q3	$20.1M	Sell	162,000 -56,500	-26%	-$7.03M	3.09%	14
2022 Q2	$19.7M	Sell	218,500 -1,000	-0.5%	-$103K	2.96%	14
2022 Q1	$26.1M	Buy	219,500 +27,000	+14%	+$3.2M	3.21%	15
2021 Q4	$26.2M	Buy	192,500 +97,000	+102%	+$11.9M	2.64%	16
2021 Q3	$10.3M	Buy	+95,500	New	+$11M	1.25%	26

Other funds holding WMS

BlackRock New York $5.72T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Montanaro Asset Management's WMS Position: Q1 2026 in Review

Montanaro Asset Management reduced its Advanced Drainage Systems (WMS) stake by 34% in Q1 2026, selling an estimated $851K and leaving 10,800 shares worth $1.48M. The position accounts for 0.44% of the portfolio, ranked #39.

Montanaro Asset Management first reported a position in WMS in Q3 2021 and has held it in 19 quarters since. The position peaked at $26.2M in Q4 2021. 576 funds tracked by Wall St. Rank hold WMS as of Q1 2026.

Montanaro Asset Management held 10,800 shares of Advanced Drainage Systems worth $1.48M as of Q1 2026.
Montanaro Asset Management sold 5,500 Advanced Drainage Systems shares in Q1 2026, an estimated $851K.
Advanced Drainage Systems made up 0.44% of Montanaro Asset Management's portfolio in Q1 2026, its #39 holding.
Montanaro Asset Management first reported a position in Advanced Drainage Systems in Q3 2021 and has held it in 19 quarters since.
Montanaro Asset Management's Advanced Drainage Systems position peaked at $26.2M in Q4 2021.
576 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2026.

Based on Montanaro Asset Management's 13F filing for Q1 2026, filed 11 May 2026.