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United Financial Planning Group’s Advanced Drainage Systems WMS Stock Holding History

United Financial Planning Group’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
Q1 		– Sell
-2
Closed -$290 – 643
2025
Q4 		$290 Buy
+2
New +$290 ﹤0.01% 438

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United Financial Planning Group's WMS Position: Q1 2026 in Review

United Financial Planning Group sold out of Advanced Drainage Systems (WMS) in Q1 2026, closing a stake of 2 shares — an estimated $290 sold.

United Financial Planning Group first reported a position in WMS in Q4 2025 and held it in 1 quarter. The position peaked at $290 in Q4 2025. 579 funds tracked by Wall St. Rank hold WMS as of Q1 2026.

  • United Financial Planning Group reported no remaining Advanced Drainage Systems position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 2 Advanced Drainage Systems shares in Q1 2026, an estimated $290.
  • United Financial Planning Group first reported a position in Advanced Drainage Systems in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Advanced Drainage Systems position peaked at $290 in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.