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Retirement Wealth Solutions’s Advanced Drainage Systems WMS Stock Holding History

Retirement Wealth Solutions’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 		$634 Sell
5
-1
-17% -$140 ﹤0.01% 813
2026
Q2 		$942 Sell
6
-1
-14% -$143 ﹤0.01% 664
2026
Q1 		$960 Hold
7
– – ﹤0.01% 647
2025
Q4 		$1.01K Hold
7
– – ﹤0.01% 579
2025
Q3 		$971 Buy
+7
New +$919 ﹤0.01% 566

Other funds holding WMS

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Retirement Wealth Solutions's WMS Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Advanced Drainage Systems (WMS) stake by 17% in Q3 2026, selling an estimated $140 and leaving 5 shares worth $634. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Retirement Wealth Solutions first reported a position in WMS in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.01K in Q4 2025. 34 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

  • Retirement Wealth Solutions held 5 shares of Advanced Drainage Systems worth $634 as of Q3 2026.
  • Retirement Wealth Solutions sold 1 Advanced Drainage Systems share in Q3 2026, an estimated $140.
  • Advanced Drainage Systems made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #813 holding.
  • Retirement Wealth Solutions first reported a position in Advanced Drainage Systems in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Advanced Drainage Systems position peaked at $1.01K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.