SAG
WMS icon

SageView Advisory Group’s Advanced Drainage Systems WMS Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-260
Closed -$37.7K – 2435
2025
Q4 		$37.7K Buy
+260
New +$37.6K ﹤0.01% 1195

Other funds holding WMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SageView Advisory Group's WMS Position: Q1 2026 in Review

SageView Advisory Group sold out of Advanced Drainage Systems (WMS) in Q1 2026, closing a stake of 260 shares — an estimated $37.7K sold.

SageView Advisory Group first reported a position in WMS in Q4 2025 and held it in 1 quarter. The position peaked at $37.7K in Q4 2025. 579 funds tracked by Wall St. Rank hold WMS as of Q1 2026.

  • SageView Advisory Group reported no remaining Advanced Drainage Systems position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 260 Advanced Drainage Systems shares in Q1 2026, an estimated $37.7K.
  • SageView Advisory Group first reported a position in Advanced Drainage Systems in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Advanced Drainage Systems position peaked at $37.7K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.