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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 – 886
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
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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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Tortoise Investment Management's WMS Position: Q4 2025 in Review

Tortoise Investment Management sold out of Advanced Drainage Systems (WMS) in Q4 2025, closing a stake of 4 shares — an estimated $555 sold.

Tortoise Investment Management first reported a position in WMS in Q1 2024 and held it in 6 quarters. The position peaked at $555 in Q3 2025. 547 funds tracked by Wall St. Rank hold WMS as of Q4 2025.

  • Tortoise Investment Management reported no remaining Advanced Drainage Systems position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 4 Advanced Drainage Systems shares in Q4 2025, an estimated $555.
  • Tortoise Investment Management first reported a position in Advanced Drainage Systems in Q1 2024 and held it in 6 quarters.
  • Tortoise Investment Management's Advanced Drainage Systems position peaked at $555 in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.