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Rise Advisors’s Advanced Drainage Systems WMS Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-155
Closed -$21.6K – 1436
2025
Q3 		$21.6K Hold
155
– – 0.01% 535
2025
Q2 		$17.8K Buy
155
+5
+3% +$560 0.01% 605
2025
Q1 		$16.3K Sell
150
-39
-21% -$4.55K 0.01% 633
2024
Q4 		$21.8K Hold
189
– – 0.01% 603
2024
Q3 		$29.6K Buy
189
+1
+0.5% +$156 0.01% 420
2024
Q2 		$30.2K Hold
188
– – 0.02% 368
2024
Q1 		$32.4K Buy
+188
New +$28.3K 0.02% 349

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Rise Advisors's WMS Position: Q4 2025 in Review

Rise Advisors sold out of Advanced Drainage Systems (WMS) in Q4 2025, closing a stake of 155 shares — an estimated $21.6K sold.

Rise Advisors first reported a position in WMS in Q1 2024 and held it in 7 quarters. The position peaked at $32.4K in Q1 2024. 547 funds tracked by Wall St. Rank hold WMS as of Q4 2025.

  • Rise Advisors reported no remaining Advanced Drainage Systems position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 155 Advanced Drainage Systems shares in Q4 2025, an estimated $21.6K.
  • Rise Advisors first reported a position in Advanced Drainage Systems in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Advanced Drainage Systems position peaked at $32.4K in Q1 2024.
  • 547 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.