Tortoise Investment Management’s Advanced Drainage Systems WMS Stock Holding History

Tortoise Investment Management’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 Q4	–	Sell	-4	Closed	-$555	–	1459
2025 Q3	$555	Buy	4 +3	+300%	+$394	﹤0.01%	1154
2025 Q2	$115	Buy	+1	New	+$112	﹤0.01%	1249
2025 Q1	–	Sell	-2	Closed	-$231	–	889
2024 Q4	$231	Hold	2	–	–	﹤0.01%	843
2024 Q3	$314	Hold	2	–	–	﹤0.01%	850
2024 Q2	$321	Hold	2	–	–	﹤0.01%	852
2024 Q1	$344	Buy	+2	New	+$301	﹤0.01%	837

Other funds holding WMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

First Trust Advisors

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

Baillie Gifford & Co

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

Impax Asset Management Group

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management

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

American Century Companies

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