NWM
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Navigoe Wealth Management’s Advanced Drainage Systems WMS Stock Holding History

Navigoe 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 		$0 Buy
+3
New +$429 ﹤0.01% 1185
2026
Q1 		– Sell
-104
Closed -$15K – 272
2025
Q4 		$15K Hold
104
– – 0.01% 130
2025
Q3 		$14K Buy
+104
New +$13.7K 0.01% 132

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

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

Navigoe Wealth Management opened a new position in Advanced Drainage Systems (WMS) in Q2 2026: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1185 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in WMS as recently as Q4 2025.

Navigoe Wealth Management first reported a position in WMS in Q3 2025 and has held it in 3 quarters since. The position peaked at $15K in Q4 2025. 547 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Navigoe Wealth Management held 3 shares of Advanced Drainage Systems worth $0 as of Q2 2026.
  • Advanced Drainage Systems was a new Navigoe Wealth Management position in Q2 2026.
  • Advanced Drainage Systems made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #1185 holding.
  • Navigoe Wealth Management first reported a position in Advanced Drainage Systems in Q3 2025 and has held it in 3 quarters since.
  • Navigoe Wealth Management's Advanced Drainage Systems position peaked at $15K in Q4 2025.
  • 547 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.