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

Physician 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 		– Sell
-4
Closed -$549 – 2467
2026
Q1 		$549 Hold
4
– – ﹤0.01% 1889
2025
Q4 		$580 Buy
+4
New +$579 ﹤0.01% 1804

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

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

Physician Wealth Advisors sold out of Advanced Drainage Systems (WMS) in Q2 2026, closing a stake of 4 shares — an estimated $549 sold.

Physician Wealth Advisors first reported a position in WMS in Q4 2025 and held it in 2 quarters. The position peaked at $580 in Q4 2025. 553 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Advanced Drainage Systems position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 4 Advanced Drainage Systems shares in Q2 2026, an estimated $549.
  • Physician Wealth Advisors first reported a position in Advanced Drainage Systems in Q4 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Advanced Drainage Systems position peaked at $580 in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.