Principia Wealth Advisory’s Advanced Drainage Systems WMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$314 Buy
+2
New +$286 ﹤0.01% 957
2025
Q2
Sell
-3
Closed -$326 1018
2025
Q1
$326 Buy
+3
New +$350 ﹤0.01% 678

Other funds holding WMS

Principia Wealth Advisory's WMS Position: Q2 2026 in Review

Principia Wealth Advisory opened a new position in Advanced Drainage Systems (WMS) in Q2 2026: 2 shares worth $314. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings. This is a return to the name: Principia Wealth Advisory previously reported a position in WMS as recently as Q1 2025.

Principia Wealth Advisory first reported a position in WMS in Q1 2025 and has held it in 2 quarters since. The position peaked at $326 in Q1 2025. 553 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Principia Wealth Advisory held 2 shares of Advanced Drainage Systems worth $314 as of Q2 2026.
  • Advanced Drainage Systems was a new Principia Wealth Advisory position in Q2 2026.
  • Advanced Drainage Systems made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #957 holding.
  • Principia Wealth Advisory first reported a position in Advanced Drainage Systems in Q1 2025 and has held it in 2 quarters since.
  • Principia Wealth Advisory's Advanced Drainage Systems position peaked at $326 in Q1 2025.
  • 553 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.