OWA
WMS icon

Outlook Wealth Advisors’s Advanced Drainage Systems WMS Stock Holding History

Outlook Wealth Advisors’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 		$436K Buy
2,777
+14
+0.5% +$2K 0.09% 200
2026
Q1 		$379K Sell
2,763
-21
-0.8% -$3.25K 0.09% 208
2025
Q4 		$403K Sell
2,784
-52
-2% -$7.53K 0.09% 186
2025
Q3 		$393K Buy
2,836
+82
+3% +$10.8K 0.1% 190
2025
Q2 		$316K Sell
2,754
-20
-0.7% -$2.24K 0.08% 221
2025
Q1 		$301K Buy
2,774
+73
+3% +$8.51K 0.08% 224
2024
Q4 		$312K Buy
2,701
+613
+29% +$85.1K 0.09% 215
2024
Q3 		$328K Buy
2,088
+160
+8% +$25K 0.09% 210
2024
Q2 		$309K Buy
+1,928
New +$322K 0.1% 210

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

Outlook Wealth Advisors's WMS Position: Q2 2026 in Review

Outlook Wealth Advisors increased its Advanced Drainage Systems (WMS) stake by 0.51% in Q2 2026, buying an estimated $2K and bringing the position to 2,777 shares worth $436K. The position accounts for 0.09% of the portfolio, ranked #200.

Outlook Wealth Advisors first reported a position in WMS in Q2 2024 and has held it in 9 quarters since. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Outlook Wealth Advisors held 2,777 shares of Advanced Drainage Systems worth $436K as of Q2 2026.
  • Outlook Wealth Advisors bought 14 Advanced Drainage Systems shares in Q2 2026, an estimated $2K.
  • Advanced Drainage Systems made up 0.09% of Outlook Wealth Advisors's portfolio in Q2 2026, its #200 holding.
  • Outlook Wealth Advisors first reported a position in Advanced Drainage Systems in Q2 2024 and has held it in 9 quarters since.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.