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PFG Investments’s Advanced Drainage Systems WMS Stock Holding History

PFG 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 		$951K Sell
6,056
-300
-5% -$42.9K 0.04% 407
2026
Q1 		$872K Sell
6,356
-142
-2% -$22K 0.04% 398
2025
Q4 		$941K Hold
6,498
– – 0.04% 362
2025
Q3 		$901K Sell
6,498
-270
-4% -$35.5K 0.05% 364
2025
Q2 		$777K Sell
6,768
-1,686
-20% -$189K 0.05% 373
2025
Q1 		$919K Hold
8,454
– – 0.06% 320
2024
Q4 		$977K Sell
8,454
-181
-2% -$25.1K 0.06% 302
2024
Q3 		$1.36M Buy
8,635
+321
+4% +$50.1K 0.09% 223
2024
Q2 		$1.33M Hold
8,314
– – 0.1% 203
2024
Q1 		$1.43M Sell
8,314
-1,475
-15% -$222K 0.09% 258
2023
Q4 		$1.38M Sell
9,789
-1,175
-11% -$142K 0.26% 86
2023
Q3 		$1.25M Sell
10,964
-1,495
-12% -$183K 0.23% 82
2023
Q2 		$1.42M Hold
12,459
– – 0.25% 88
2023
Q1 		$1.05M Buy
+12,459
New +$1.1M 0.21% 103

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

PFG Investments's WMS Position: Q2 2026 in Review

PFG Investments reduced its Advanced Drainage Systems (WMS) stake by 4.7% in Q2 2026, selling an estimated $42.9K and leaving 6,056 shares worth $951K. The position accounts for 0.04% of the portfolio, ranked #407.

PFG Investments first reported a position in WMS in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.43M in Q1 2024. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • PFG Investments held 6,056 shares of Advanced Drainage Systems worth $951K as of Q2 2026.
  • PFG Investments sold 300 Advanced Drainage Systems shares in Q2 2026, an estimated $42.9K.
  • Advanced Drainage Systems made up 0.04% of PFG Investments's portfolio in Q2 2026, its #407 holding.
  • PFG Investments first reported a position in Advanced Drainage Systems in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Advanced Drainage Systems position peaked at $1.43M in Q1 2024.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.