Rothschild Investment LLC’s Advanced Drainage Systems WMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.7K Sell
100
-37
-27% -$5.29K ﹤0.01% 1657
2026
Q1
$18.8K Buy
137
+110
+407% +$17K ﹤0.01% 1442
2025
Q4
$3.91K Buy
27
+24
+800% +$3.48K ﹤0.01% 2021
2025
Q3
$416 Buy
+3
New +$394 ﹤0.01% 2872
2024
Q4
Sell
-1
Closed -$157 3053
2024
Q3
$157 Buy
+1
New +$156 ﹤0.01% 2753

Other funds holding WMS

Rothschild Investment LLC's WMS Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Advanced Drainage Systems (WMS) stake by 27% in Q2 2026, selling an estimated $5.29K and leaving 100 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Rothschild Investment LLC first reported a position in WMS in Q3 2024 and has held it in 5 quarters since. The position peaked at $18.8K in Q1 2026. 267 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Rothschild Investment LLC held 100 shares of Advanced Drainage Systems worth $15.7K as of Q2 2026.
  • Rothschild Investment LLC sold 37 Advanced Drainage Systems shares in Q2 2026, an estimated $5.29K.
  • Advanced Drainage Systems made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1657 holding.
  • Rothschild Investment LLC first reported a position in Advanced Drainage Systems in Q3 2024 and has held it in 5 quarters since.
  • Rothschild Investment LLC's Advanced Drainage Systems position peaked at $18.8K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.