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Stratos Wealth Partners’s Advanced Drainage Systems WMS Stock Holding History

Stratos Wealth 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
2025
Q2 		– Sell
-3,398
Closed -$369K – 1489
2025
Q1 		$369K Sell
3,398
-1,186
-26% -$138K 0.01% 1000
2024
Q4 		$530K Buy
4,584
+239
+6% +$33.2K 0.01% 916
2024
Q3 		$683K Buy
4,345
+504
+13% +$78.7K 0.01% 816
2024
Q2 		$616K Buy
3,841
+1,086
+39% +$181K 0.01% 825
2024
Q1 		$475K Buy
2,755
+512
+23% +$77.1K 0.01% 915
2023
Q4 		$315K Buy
+2,243
New +$270K 0.01% 1056
2017
Q1 		– Sell
-11,333
Closed -$233K – 865
2016
Q4 		$233K Buy
+11,333
New +$238K 0.01% 602

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Stratos Wealth Partners's WMS Position: Q2 2025 in Review

Stratos Wealth Partners sold out of Advanced Drainage Systems (WMS) in Q2 2025, closing a stake of 3,398 shares — an estimated $369K sold.

Stratos Wealth Partners first reported a position in WMS in Q4 2016 and held it in 7 quarters. The position peaked at $683K in Q3 2024. 483 funds tracked by Wall St. Rank hold WMS as of Q2 2025.

  • Stratos Wealth Partners reported no remaining Advanced Drainage Systems position as of Q2 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,398 Advanced Drainage Systems shares in Q2 2025, an estimated $369K.
  • Stratos Wealth Partners first reported a position in Advanced Drainage Systems in Q4 2016 and held it in 7 quarters.
  • Stratos Wealth Partners's Advanced Drainage Systems position peaked at $683K in Q3 2024.
  • 483 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2025.

Based on Stratos Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.