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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
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

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

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

Perigon Wealth Management increased its Advanced Drainage Systems (WMS) stake by 5% in Q2 2026, buying an estimated $30.4K and bringing the position to 4,500 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #722.

Perigon Wealth Management first reported a position in WMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $710K in Q4 2025. 553 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Perigon Wealth Management held 4,500 shares of Advanced Drainage Systems worth $706K as of Q2 2026.
  • Perigon Wealth Management bought 213 Advanced Drainage Systems shares in Q2 2026, an estimated $30.4K.
  • Advanced Drainage Systems made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #722 holding.
  • Perigon Wealth Management first reported a position in Advanced Drainage Systems in Q4 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's Advanced Drainage Systems position peaked at $710K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.