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Portside Wealth Group’s Advanced Drainage Systems WMS Stock Holding History

Portside Wealth Group’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 		$420K Sell
2,678
-244
-8% -$34.9K 0.05% 336
2026
Q1 		$401K Sell
2,922
-541
-16% -$83.7K 0.05% 306
2025
Q4 		$502K Sell
3,463
-709
-17% -$103K 0.07% 261
2025
Q3 		$579K Buy
4,172
+738
+21% +$96.9K 0.08% 233
2025
Q2 		$394K Buy
+3,434
New +$385K 0.06% 287

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

Portside Wealth Group's WMS Position: Q2 2026 in Review

Portside Wealth Group reduced its Advanced Drainage Systems (WMS) stake by 8.4% in Q2 2026, selling an estimated $34.9K and leaving 2,678 shares worth $420K. The position accounts for 0.05% of the portfolio, ranked #336.

Portside Wealth Group first reported a position in WMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $579K in Q3 2025. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Portside Wealth Group held 2,678 shares of Advanced Drainage Systems worth $420K as of Q2 2026.
  • Portside Wealth Group sold 244 Advanced Drainage Systems shares in Q2 2026, an estimated $34.9K.
  • Advanced Drainage Systems made up 0.05% of Portside Wealth Group's portfolio in Q2 2026, its #336 holding.
  • Portside Wealth Group first reported a position in Advanced Drainage Systems in Q2 2025 and has held it in 5 quarters since.
  • Portside Wealth Group's Advanced Drainage Systems position peaked at $579K in Q3 2025.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.