True Wealth Design’s Advanced Drainage Systems WMS Stock Holding History

True Wealth Design’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 Q3	$11.4K	Buy	90 +41	+84%	+$5.73K	﹤0.01%	1015
2026 Q2	$7.69K	Sell	49 -66	-57%	-$9.43K	﹤0.01%	1169
2026 Q1	$15.8K	Buy	115 +12	+12%	+$1.86K	﹤0.01%	810
2025 Q4	$14.9K	Buy	103 +85	+472%	+$12.3K	﹤0.01%	714
2025 Q3	$2.5K	Buy	18 +3	+20%	+$394	﹤0.01%	1385
2025 Q2	$1.72K	Buy	15 +11	+275%	+$1.23K	﹤0.01%	1241
2025 Q1	$435	Buy	4 +2	+100%	+$233	﹤0.01%	1598
2024 Q4	$232	Sell	2 -2	-50%	-$278	﹤0.01%	1200
2024 Q3	$629	Sell	4 -1	-20%	-$156	﹤0.01%	1058
2024 Q2	$802	Buy	+5	New	+$836	﹤0.01%	560

Other funds holding WMS

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

BAM

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

True Wealth Design's WMS Position: Q3 2026 in Review

True Wealth Design increased its Advanced Drainage Systems (WMS) stake by 84% in Q3 2026, buying an estimated $5.73K and bringing the position to 90 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

True Wealth Design first reported a position in WMS in Q2 2024 and has held it in 10 quarters since. The position peaked at $15.8K in Q1 2026. 34 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

True Wealth Design held 90 shares of Advanced Drainage Systems worth $11.4K as of Q3 2026.
True Wealth Design bought 41 Advanced Drainage Systems shares in Q3 2026, an estimated $5.73K.
Advanced Drainage Systems made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1015 holding.
True Wealth Design first reported a position in Advanced Drainage Systems in Q2 2024 and has held it in 10 quarters since.
True Wealth Design's Advanced Drainage Systems position peaked at $15.8K in Q1 2026.
34 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.