Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Advanced Drainage Systems WMS Stock Holding History

Steward Partners Investment Advisory’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 		$280K Buy
1,784
+43
+2% +$6.14K ﹤0.01% 2041
2026
Q1 		$239K Buy
1,741
+96
+6% +$14.9K ﹤0.01% 1928
2025
Q4 		$238K Sell
1,645
-84
-5% -$12.2K ﹤0.01% 1841
2025
Q3 		$240K Buy
1,729
+638
+58% +$83.8K ﹤0.01% 1775
2025
Q2 		$125K Sell
1,091
-73
-6% -$8.18K ﹤0.01% 1983
2025
Q1 		$126K Sell
1,164
-1,039
-47% -$121K ﹤0.01% 1887
2024
Q4 		$255K Buy
2,203
+818
+59% +$114K ﹤0.01% 1486
2024
Q3 		$218K Buy
1,385
+355
+34% +$55.4K ﹤0.01% 1490
2024
Q2 		$165K Buy
1,030
+705
+217% +$118K ﹤0.01% 1536
2024
Q1 		$56K Buy
325
+110
+51% +$16.6K ﹤0.01% 2046
2023
Q4 		$30.2K Buy
215
+50
+30% +$6.03K ﹤0.01% 2199
2023
Q3 		$18.8K Hold
165
– – ﹤0.01% 2338
2023
Q2 		$18.8K Buy
+165
New +$15.6K ﹤0.01% 2321

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 $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Partners Investment Advisory's WMS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Advanced Drainage Systems (WMS) stake by 2.5% in Q2 2026, buying an estimated $6.14K and bringing the position to 1,784 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

Steward Partners Investment Advisory first reported a position in WMS in Q2 2023 and has held it in 13 quarters since. 556 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Steward Partners Investment Advisory held 1,784 shares of Advanced Drainage Systems worth $280K as of Q2 2026.
  • Steward Partners Investment Advisory bought 43 Advanced Drainage Systems shares in Q2 2026, an estimated $6.14K.
  • Advanced Drainage Systems made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2041 holding.
  • Steward Partners Investment Advisory first reported a position in Advanced Drainage Systems in Q2 2023 and has held it in 13 quarters since.
  • 556 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.