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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Summit Trail Advisors's WMS Position: Q1 2026 in Review

Summit Trail Advisors increased its Advanced Drainage Systems (WMS) stake by 24% in Q1 2026, buying an estimated $265K and bringing the position to 8,964 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #836.

Summit Trail Advisors first reported a position in WMS in Q4 2017 and has held it in 6 quarters since. 576 funds tracked by Wall St. Rank hold WMS as of Q1 2026.

Summit Trail Advisors held 8,964 shares of Advanced Drainage Systems worth $1.23M as of Q1 2026.
Summit Trail Advisors bought 1,713 Advanced Drainage Systems shares in Q1 2026, an estimated $265K.
Advanced Drainage Systems made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #836 holding.
Summit Trail Advisors first reported a position in Advanced Drainage Systems in Q4 2017 and has held it in 6 quarters since.
576 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.