Planning Strategies
WMS icon

Planning Strategies’s Advanced Drainage Systems WMS Stock Holding History

Planning Strategies’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 		$380 Sell
3
-1
-25% -$140 ﹤0.01% 986
2026
Q2 		$628 Buy
+4
New +$572 ﹤0.01% 820

Other funds holding WMS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Planning Strategies's WMS Position: Q3 2026 in Review

Planning Strategies reduced its Advanced Drainage Systems (WMS) stake by 25% in Q3 2026, selling an estimated $140 and leaving 3 shares worth $380. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Planning Strategies first reported a position in WMS in Q2 2026 and has held it in 2 quarters since. The position peaked at $628 in Q2 2026. 448 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

  • Planning Strategies held 3 shares of Advanced Drainage Systems worth $380 as of Q3 2026.
  • Planning Strategies sold 1 Advanced Drainage Systems share in Q3 2026, an estimated $140.
  • Advanced Drainage Systems made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #986 holding.
  • Planning Strategies first reported a position in Advanced Drainage Systems in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Advanced Drainage Systems position peaked at $628 in Q2 2026.
  • 448 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.