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Root Financial Partners’s Advanced Drainage Systems WMS Stock Holding History

Root Financial Partners’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 		– Sell
-188
Closed -$25.8K – 3179
2026
Q1 		$25.8K Buy
188
+18
+11% +$2.79K ﹤0.01% 1184
2025
Q4 		$24.6K Buy
170
+23
+16% +$3.33K ﹤0.01% 1072
2025
Q3 		$20.4K Buy
+147
New +$19.3K ﹤0.01% 1108

Other funds holding WMS

TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Root Financial Partners's WMS Position: Q2 2026 in Review

Root Financial Partners sold out of Advanced Drainage Systems (WMS) in Q2 2026, closing a stake of 188 shares — an estimated $25.8K sold.

Root Financial Partners first reported a position in WMS in Q3 2025 and held it in 3 quarters. The position peaked at $25.8K in Q1 2026. 155 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Root Financial Partners reported no remaining Advanced Drainage Systems position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 188 Advanced Drainage Systems shares in Q2 2026, an estimated $25.8K.
  • Root Financial Partners first reported a position in Advanced Drainage Systems in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Advanced Drainage Systems position peaked at $25.8K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.