New England Research & Management’s Advanced Drainage Systems WMS Stock Holding History

New England Research & 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	$228K	Buy	+1,450	New	+$207K	0.09%	131
2026 Q1	–	Sell	-1,550	Closed	-$224K	–	172
2025 Q4	$224K	Buy	+1,550	New	+$224K	0.1%	139
2024 Q3	–	Sell	-8,750	Closed	-$1.4M	–	182
2024 Q2	$1.4M	Buy	8,750 +5,700	+187%	+$953K	0.67%	49
2024 Q1	$525K	Buy	+3,050	New	+$459K	0.26%	110

Other funds holding WMS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return