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USA Financial Formulas’s Advanced Drainage Systems WMS Stock Holding History

USA Financial Formulas’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 		$471 Hold
3
– – ﹤0.01% 387
2026
Q1 		$411 Hold
3
– – ﹤0.01% 408
2025
Q4 		$434 Buy
+3
New +$434 ﹤0.01% 401
2021
Q2 		– Sell
-1,647
Closed -$170K – 455
2021
Q1 		$170K Buy
1,647
+868
+111% +$84.8K 0.14% 137
2020
Q4 		$65K Buy
779
+112
+17% +$7.93K 0.05% 166
2020
Q3 		$42K Buy
+667
New +$36.1K 0.03% 124

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

USA Financial Formulas's WMS Position: Q2 2026 in Review

USA Financial Formulas held its Advanced Drainage Systems (WMS) position steady in Q2 2026 at 3 shares worth $471. The position accounts for ﹤0.01% of the portfolio, ranked #387.

USA Financial Formulas first reported a position in WMS in Q3 2020 and has held it in 6 quarters since. The position peaked at $170K in Q1 2021. 547 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • USA Financial Formulas held 3 shares of Advanced Drainage Systems worth $471 as of Q2 2026.
  • USA Financial Formulas left its Advanced Drainage Systems share count unchanged in Q2 2026.
  • Advanced Drainage Systems made up ﹤0.01% of USA Financial Formulas's portfolio in Q2 2026, its #387 holding.
  • USA Financial Formulas first reported a position in Advanced Drainage Systems in Q3 2020 and has held it in 6 quarters since.
  • USA Financial Formulas's Advanced Drainage Systems position peaked at $170K in Q1 2021.
  • 547 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.