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Northwest & Ethical Investments’s Advanced Drainage Systems WMS Stock Holding History

Northwest & Ethical Investments’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 		– Sell
-9,062
Closed -$1.24M – 578
2026
Q1 		$1.24M Buy
9,062
+275
+3% +$42.6K 0.03% 287
2025
Q4 		$1.27M Sell
8,787
-5,871
-40% -$850K 0.03% 293
2025
Q3 		$2.03M Buy
14,658
+701
+5% +$92K 0.05% 256
2025
Q2 		$1.6M Buy
13,957
+453
+3% +$50.7K 0.04% 277
2025
Q1 		$1.47M Sell
13,504
-12,002
-47% -$1.4M 0.04% 280
2024
Q4 		$2.95M Sell
25,506
-658
-3% -$91.3K 0.08% 221
2024
Q3 		$4.11M Sell
26,164
-2,267
-8% -$354K 0.11% 198
2024
Q2 		$4.56M Sell
28,431
-414
-1% -$69.2K 0.13% 184
2024
Q1 		$4.97M Buy
28,845
+7
+0% +$1.05K 0.14% 175
2023
Q4 		$4.06M Hold
28,838
– – 0.12% 201
2023
Q3 		$3.28M Hold
28,838
– – 0.11% 207
2023
Q2 		$3.28M Buy
28,838
+9,467
+49% +$894K 0.11% 211
2023
Q1 		$1.63M Buy
+19,371
New +$1.7M 0.05% 273

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

Northwest & Ethical Investments's WMS Position: Q2 2026 in Review

Northwest & Ethical Investments sold out of Advanced Drainage Systems (WMS) in Q2 2026, closing a stake of 9,062 shares — an estimated $1.24M sold.

Northwest & Ethical Investments first reported a position in WMS in Q1 2023 and held it in 13 quarters. The position peaked at $4.97M in Q1 2024. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Northwest & Ethical Investments reported no remaining Advanced Drainage Systems position as of Q2 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 9,062 Advanced Drainage Systems shares in Q2 2026, an estimated $1.24M.
  • Northwest & Ethical Investments first reported a position in Advanced Drainage Systems in Q1 2023 and held it in 13 quarters.
  • Northwest & Ethical Investments's Advanced Drainage Systems position peaked at $4.97M in Q1 2024.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.