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 Q2	$2.81M	Buy	17,900 +7,100	+66%	+$1.01M	0.89%	36
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 $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

Montanaro Asset Management's WMS Position: Q2 2026 in Review

Montanaro Asset Management increased its Advanced Drainage Systems (WMS) stake by 66% in Q2 2026, buying an estimated $1.01M and bringing the position to 17,900 shares worth $2.81M. The position accounts for 0.89% of the portfolio, ranked #36.

Montanaro Asset Management first reported a position in WMS in Q3 2021 and has held it in 20 quarters since. The position peaked at $26.2M in Q4 2021. 553 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

Montanaro Asset Management held 17,900 shares of Advanced Drainage Systems worth $2.81M as of Q2 2026.
Montanaro Asset Management bought 7,100 Advanced Drainage Systems shares in Q2 2026, an estimated $1.01M.
Advanced Drainage Systems made up 0.89% of Montanaro Asset Management's portfolio in Q2 2026, its #36 holding.
Montanaro Asset Management first reported a position in Advanced Drainage Systems in Q3 2021 and has held it in 20 quarters since.
Montanaro Asset Management's Advanced Drainage Systems position peaked at $26.2M in Q4 2021.
553 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Montanaro Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.