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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
Q2 		$628 Buy
+4
New +$572 ﹤0.01% 820

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

Planning Strategies's WMS Position: Q2 2026 in Review

Planning Strategies opened a new position in Advanced Drainage Systems (WMS) in Q2 2026: 4 shares worth $628. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings.

517 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Planning Strategies held 4 shares of Advanced Drainage Systems worth $628 as of Q2 2026.
  • Advanced Drainage Systems was a new Planning Strategies position in Q2 2026.
  • Advanced Drainage Systems made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #820 holding.
  • 517 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.