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Pinnacle Wealth Planning Services’s Advanced Drainage Systems WMS Stock Holding History

Pinnacle Wealth Planning Services’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 		$14.8K Sell
94
-4
-4% -$572 ﹤0.01% 1915
2026
Q1 		$13.4K Buy
98
+9
+10% +$1.39K ﹤0.01% 1887
2025
Q4 		$12.9K Buy
+89
New +$12.9K ﹤0.01% 1912
2021
Q1 		– Sell
-89
Closed -$7K – 1954
2020
Q4 		$7K Buy
+89
New +$6.31K ﹤0.01% 1552

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

Pinnacle Wealth Planning Services's WMS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Advanced Drainage Systems (WMS) stake by 4.1% in Q2 2026, selling an estimated $572 and leaving 94 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Pinnacle Wealth Planning Services first reported a position in WMS in Q4 2020 and has held it in 4 quarters since. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 94 shares of Advanced Drainage Systems worth $14.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 4 Advanced Drainage Systems shares in Q2 2026, an estimated $572.
  • Advanced Drainage Systems made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1915 holding.
  • Pinnacle Wealth Planning Services first reported a position in Advanced Drainage Systems in Q4 2020 and has held it in 4 quarters since.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.