Private Trust Company’s Advanced Drainage Systems WMS Stock Holding History

Private Trust Company’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	$16.3K	Sell	104 -21	-17%	-$3K	﹤0.01%	1890
2026 Q1	$17.1K	Hold	125	–	–	﹤0.01%	1767
2025 Q4	$18.1K	Hold	125	–	–	﹤0.01%	1709
2025 Q3	$17.3K	Sell	125 -1	-0.8%	-$131	﹤0.01%	1705
2025 Q2	$14.5K	Buy	126 +113	+869%	+$12.7K	﹤0.01%	1698
2025 Q1	$1.41K	Hold	13	–	–	﹤0.01%	2316
2024 Q4	$1.5K	Hold	13	–	–	﹤0.01%	2207
2024 Q3	$2.04K	Hold	13	–	–	﹤0.01%	2150
2024 Q2	$2.08K	Hold	13	–	–	﹤0.01%	2149
2024 Q1	$2.24K	Hold	13	–	–	﹤0.01%	2099
2023 Q4	$1.83K	Hold	13	–	–	﹤0.01%	2144
2023 Q3	$1.48K	Hold	13	–	–	﹤0.01%	2166
2023 Q2	$1.48K	Hold	13	–	–	﹤0.01%	2148
2023 Q1	$1.09K	Buy	13 +12	+1,200%	+$1.06K	﹤0.01%	2148
2022 Q4	$0	Hold	1	–	–	﹤0.01%	2282
2022 Q3	$0	Hold	1	–	–	﹤0.01%	2215
2022 Q2	$0	Buy	+1	New	+$103	﹤0.01%	2148

Other funds holding WMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Trust Company's WMS Position: Q2 2026 in Review

Private Trust Company reduced its Advanced Drainage Systems (WMS) stake by 17% in Q2 2026, selling an estimated $3K and leaving 104 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

Private Trust Company first reported a position in WMS in Q2 2022 and has held it in 17 quarters since. The position peaked at $18.1K in Q4 2025. 547 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

Private Trust Company held 104 shares of Advanced Drainage Systems worth $16.3K as of Q2 2026.
Private Trust Company sold 21 Advanced Drainage Systems shares in Q2 2026, an estimated $3K.
Advanced Drainage Systems made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1890 holding.
Private Trust Company first reported a position in Advanced Drainage Systems in Q2 2022 and has held it in 17 quarters since.
Private Trust Company's Advanced Drainage Systems position peaked at $18.1K in Q4 2025.
547 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.