Spire Wealth Management’s Advanced Drainage Systems WMS Stock Holding History

Spire Wealth Management’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	$129K	Buy	823 +1	+0.1%	+$143	﹤0.01%	912
2026 Q1	$113K	Buy	822 +1	+0.1%	+$155	﹤0.01%	938
2025 Q4	$119K	Sell	821 -47	-5%	-$6.8K	﹤0.01%	937
2025 Q3	$120K	Buy	868 +1	+0.1%	+$131	﹤0.01%	931
2025 Q2	$99.6K	Buy	867 +49	+6%	+$5.49K	﹤0.01%	973
2025 Q1	$88.8K	Buy	818 +2	+0.2%	+$233	﹤0.01%	1078
2024 Q4	$94.4K	Buy	+816	New	+$113K	﹤0.01%	1053
2022 Q2	–	Sell	-1,742	Closed	-$207K	–	2849
2022 Q1	$207K	Buy	1,742 +2	+0.1%	+$237	0.01%	879
2021 Q4	$237K	Buy	1,740 +1	+0.1%	+$123	0.01%	1017
2021 Q3	$188K	Sell	1,739 -74	-4%	-$8.52K	0.01%	953
2021 Q2	$211K	Sell	1,813 -1,113	-38%	-$124K	0.01%	928
2021 Q1	$313K	Buy	+2,926	New	+$286K	0.01%	841

Other funds holding WMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spire Wealth Management's WMS Position: Q2 2026 in Review

Spire Wealth Management increased its Advanced Drainage Systems (WMS) stake by 0.12% in Q2 2026, buying an estimated $143 and bringing the position to 823 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Spire Wealth Management first reported a position in WMS in Q1 2021 and has held it in 12 quarters since. The position peaked at $313K in Q1 2021. 547 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

Spire Wealth Management held 823 shares of Advanced Drainage Systems worth $129K as of Q2 2026.
Spire Wealth Management bought 1 Advanced Drainage Systems share in Q2 2026, an estimated $143.
Advanced Drainage Systems made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #912 holding.
Spire Wealth Management first reported a position in Advanced Drainage Systems in Q1 2021 and has held it in 12 quarters since.
Spire Wealth Management's Advanced Drainage Systems position peaked at $313K in Q1 2021.
547 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.