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Twin Peaks Wealth Advisors’s Advanced Drainage Systems WMS Stock Holding History

Twin Peaks Wealth 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
2026
Q2 		– Sell
-111
Closed -$15.2K – 2217
2026
Q1 		$15.2K Buy
+111
New +$17.2K ﹤0.01% 832
2025
Q3 		– Sell
-104
Closed -$14.2K – 2147
2025
Q2 		$14.2K Buy
+104
New +$11.7K ﹤0.01% 750

Other funds holding WMS

BlackRock
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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

Twin Peaks Wealth Advisors's WMS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Advanced Drainage Systems (WMS) in Q2 2026, closing a stake of 111 shares — an estimated $15.2K sold.

Twin Peaks Wealth Advisors first reported a position in WMS in Q2 2025 and held it in 2 quarters. The position peaked at $15.2K in Q1 2026. 556 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Advanced Drainage Systems position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 111 Advanced Drainage Systems shares in Q2 2026, an estimated $15.2K.
  • Twin Peaks Wealth Advisors first reported a position in Advanced Drainage Systems in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Advanced Drainage Systems position peaked at $15.2K in Q1 2026.
  • 556 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.