Physician Wealth Advisors
WMS icon

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
Q3 		$507 Buy
+4
New +$559 ﹤0.01% 2232
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

Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Physician Wealth Advisors's WMS Position: Q3 2026 in Review

Physician Wealth Advisors opened a new position in Advanced Drainage Systems (WMS) in Q3 2026: 4 shares worth $507. The stake represents ﹤0.01% of the portfolio and ranks #2232 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in WMS as recently as Q1 2026.

Physician Wealth Advisors first reported a position in WMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $580 in Q4 2025. 430 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

  • Physician Wealth Advisors held 4 shares of Advanced Drainage Systems worth $507 as of Q3 2026.
  • Advanced Drainage Systems was a new Physician Wealth Advisors position in Q3 2026.
  • Advanced Drainage Systems made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2232 holding.
  • Physician Wealth Advisors first reported a position in Advanced Drainage Systems in Q4 2025 and has held it in 3 quarters since.
  • Physician Wealth Advisors's Advanced Drainage Systems position peaked at $580 in Q4 2025.
  • 430 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.