Root Financial Partners
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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
Q3 		$21.9K Buy
+173
New +$24.2K ﹤0.01% 1503
2026
Q2 		– Sell
-188
Closed -$25.8K – 3179
2026
Q1 		$25.8K Buy
188
+18
+11% +$2.78K ﹤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

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Root Financial Partners's WMS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Advanced Drainage Systems (WMS) in Q3 2026: 173 shares worth $21.9K. The stake represents ﹤0.01% of the portfolio and ranks #1503 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WMS as recently as Q1 2026.

Root Financial Partners first reported a position in WMS in Q3 2025 and has held it in 4 quarters since. The position peaked at $25.8K in Q1 2026. 448 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

  • Root Financial Partners held 173 shares of Advanced Drainage Systems worth $21.9K as of Q3 2026.
  • Advanced Drainage Systems was a new Root Financial Partners position in Q3 2026.
  • Advanced Drainage Systems made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1503 holding.
  • Root Financial Partners first reported a position in Advanced Drainage Systems in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Advanced Drainage Systems position peaked at $25.8K in Q1 2026.
  • 448 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.