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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

True Wealth Design's WMS Position: Q2 2026 in Review

True Wealth Design reduced its Advanced Drainage Systems (WMS) stake by 57% in Q2 2026, selling an estimated $9.43K and leaving 49 shares worth $7.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

True Wealth Design first reported a position in WMS in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.8K in Q1 2026. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • True Wealth Design held 49 shares of Advanced Drainage Systems worth $7.69K as of Q2 2026.
  • True Wealth Design sold 66 Advanced Drainage Systems shares in Q2 2026, an estimated $9.43K.
  • Advanced Drainage Systems made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1169 holding.
  • True Wealth Design first reported a position in Advanced Drainage Systems in Q2 2024 and has held it in 9 quarters since.
  • True Wealth Design's Advanced Drainage Systems position peaked at $15.8K in Q1 2026.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.