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Summit Trail Advisors’s Advanced Drainage Systems WMS Stock Holding History

Summit Trail Advisors’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 		$1.97M Buy
12,520
+3,556
+40% +$508K 0.02% 620
2026
Q1 		$1.23M Buy
8,964
+1,713
+24% +$265K 0.02% 836
2025
Q4 		$1.05M Buy
7,251
+700
+11% +$101K 0.02% 792
2025
Q3 		$909K Buy
+6,551
New +$860K 0.01% 885
2024
Q2 		– Sell
-1,201
Closed -$207K – 675
2024
Q1 		$207K Buy
+1,201
New +$181K 0.01% 555
2018
Q3 		– Sell
-922
Closed -$26K – 453
2018
Q2 		$26K Buy
+922
New +$24.7K 0.01% 366
2018
Q1 		– Sell
-922
Closed -$23K – 1663
2017
Q4 		$23K Buy
+922
New +$19.9K ﹤0.01% 1010

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
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

Summit Trail Advisors's WMS Position: Q2 2026 in Review

Summit Trail Advisors increased its Advanced Drainage Systems (WMS) stake by 40% in Q2 2026, buying an estimated $508K and bringing the position to 12,520 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #620.

Summit Trail Advisors first reported a position in WMS in Q4 2017 and has held it in 7 quarters since. 553 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Summit Trail Advisors held 12,520 shares of Advanced Drainage Systems worth $1.97M as of Q2 2026.
  • Summit Trail Advisors bought 3,556 Advanced Drainage Systems shares in Q2 2026, an estimated $508K.
  • Advanced Drainage Systems made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #620 holding.
  • Summit Trail Advisors first reported a position in Advanced Drainage Systems in Q4 2017 and has held it in 7 quarters since.
  • 553 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.