Summit Securities Group
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Summit Securities Group’s Advanced Drainage Systems WMS Stock Holding History

Summit Securities 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
Q3 		$303K Buy
+2,394
New +$335K 0.03% 268
2024
Q1 		– Sell
-1
Closed – – 943
2023
Q4 		$0 Buy
+1
New +$121 ﹤0.01% 943
2022
Q3 		– Sell
-1
Closed – – 1194
2022
Q2 		$0 Buy
+1
New +$103 ﹤0.01% 1255

Other funds holding WMS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Summit Securities Group's WMS Position: Q3 2026 in Review

Summit Securities Group opened a new position in Advanced Drainage Systems (WMS) in Q3 2026: 2,394 shares worth $303K. The stake represents 0.03% of the portfolio and ranks #268 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in WMS as recently as Q4 2023.

Summit Securities Group first reported a position in WMS in Q2 2022 and has held it in 3 quarters since. 448 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

  • Summit Securities Group held 2,394 shares of Advanced Drainage Systems worth $303K as of Q3 2026.
  • Advanced Drainage Systems was a new Summit Securities Group position in Q3 2026.
  • Advanced Drainage Systems made up 0.03% of Summit Securities Group's portfolio in Q3 2026, its #268 holding.
  • Summit Securities Group first reported a position in Advanced Drainage Systems in Q2 2022 and has held it in 3 quarters since.
  • 448 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.