Perigon Wealth Management
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Perigon Wealth Management’s Advanced Drainage Systems WMS Stock Holding History

Perigon 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
Q3 		$715K Buy
5,643
+1,143
+25% +$160K 0.01% 725
2026
Q2 		$706K Buy
4,500
+213
+5% +$30.4K 0.01% 722
2026
Q1 		$588K Sell
4,287
-618
-13% -$95.6K 0.01% 730
2025
Q4 		$710K Buy
+4,905
New +$710K 0.01% 655

Other funds holding WMS

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Vision Capital Management
Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Perigon Wealth Management's WMS Position: Q3 2026 in Review

Perigon Wealth Management increased its Advanced Drainage Systems (WMS) stake by 25% in Q3 2026, buying an estimated $160K and bringing the position to 5,643 shares worth $715K. The position accounts for 0.01% of the portfolio, ranked #725.

Perigon Wealth Management first reported a position in WMS in Q4 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

  • Perigon Wealth Management held 5,643 shares of Advanced Drainage Systems worth $715K as of Q3 2026.
  • Perigon Wealth Management bought 1,143 Advanced Drainage Systems shares in Q3 2026, an estimated $160K.
  • Advanced Drainage Systems made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #725 holding.
  • Perigon Wealth Management first reported a position in Advanced Drainage Systems in Q4 2025 and has held it in 4 quarters since.
  • 107 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.