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Trifecta Capital Advisors’s Advanced Drainage Systems WMS Stock Holding History

Trifecta Capital 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
2025
Q3 		– Sell
-3
Closed -$345 – 495
2025
Q2 		$345 Buy
+3
New +$336 ﹤0.01% 472

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UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Trifecta Capital Advisors's WMS Position: Q3 2025 in Review

Trifecta Capital Advisors sold out of Advanced Drainage Systems (WMS) in Q3 2025, closing a stake of 3 shares — an estimated $345 sold.

Trifecta Capital Advisors first reported a position in WMS in Q2 2025 and held it in 1 quarter. The position peaked at $345 in Q2 2025. 498 funds tracked by Wall St. Rank hold WMS as of Q3 2025.

  • Trifecta Capital Advisors reported no remaining Advanced Drainage Systems position as of Q3 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 3 Advanced Drainage Systems shares in Q3 2025, an estimated $345.
  • Trifecta Capital Advisors first reported a position in Advanced Drainage Systems in Q2 2025 and held it in 1 quarter.
  • Trifecta Capital Advisors's Advanced Drainage Systems position peaked at $345 in Q2 2025.
  • 498 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2025.

Based on Trifecta Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.