United Capital Financial Advisors’s Advanced Drainage Systems WMS Stock Holding History

United Capital Financial 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	$708K	Buy	+4,510	New	+$645K	﹤0.01%	954
2024 Q4	–	Sell	-20,433	Closed	-$3.21M	–	1110
2024 Q3	$3.21M	Buy	20,433 +16,526	+423%	+$2.58M	0.03%	328
2024 Q2	$627K	Sell	3,907 -1,078	-22%	-$180K	0.01%	648
2024 Q1	$859K	Sell	4,985 -736	-13%	-$111K	0.01%	596
2023 Q4	$805K	Buy	+5,721	New	+$690K	0.01%	599
2023 Q3	–	Sell	-5,462	Closed	-$621K	–	906
2023 Q2	$621K	Sell	5,462 -17,076	-76%	-$1.61M	﹤0.01%	647
2023 Q1	$1.9M	Sell	22,538 -1,435	-6%	-$126K	0.01%	458
2022 Q4	$1.97M	Buy	23,973 +4,340	+22%	+$440K	0.01%	485
2022 Q3	$2.44M	Buy	+19,633	New	+$2.44M	0.01%	438

Other funds holding WMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Capital Financial Advisors's WMS Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Advanced Drainage Systems (WMS) in Q2 2026: 4,510 shares worth $708K. The stake represents ﹤0.01% of the portfolio and ranks #954 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in WMS as recently as Q3 2024.

United Capital Financial Advisors first reported a position in WMS in Q3 2022 and has held it in 9 quarters since. The position peaked at $3.21M in Q3 2024. 556 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

United Capital Financial Advisors held 4,510 shares of Advanced Drainage Systems worth $708K as of Q2 2026.
Advanced Drainage Systems was a new United Capital Financial Advisors position in Q2 2026.
Advanced Drainage Systems made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #954 holding.
United Capital Financial Advisors first reported a position in Advanced Drainage Systems in Q3 2022 and has held it in 9 quarters since.
United Capital Financial Advisors's Advanced Drainage Systems position peaked at $3.21M in Q3 2024.
556 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.