Valeo Financial Advisors’s Advanced Drainage Systems WMS Stock Holding History

Valeo 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 Q3	$486K	Buy	3,834 +1,162	+43%	+$162K	0.01%	471
2026 Q2	$419K	Buy	2,672 +998	+60%	+$143K	0.01%	508
2026 Q1	$230K	Sell	1,674 -151	-8%	-$23.4K	0.01%	649
2025 Q4	$264K	Sell	1,825 -440	-19%	-$63.7K	0.01%	668
2025 Q3	$314K	Sell	2,265 -3,046	-57%	-$400K	0.01%	595
2025 Q2	$610K	Buy	5,311 +3,064	+136%	+$343K	0.02%	407
2025 Q1	$244K	Sell	2,247 -57	-2%	-$6.64K	0.01%	586
2024 Q4	$266K	Sell	2,304 -329	-12%	-$45.7K	0.01%	582
2024 Q3	$414K	Buy	+2,633	New	+$411K	0.01%	456
2024 Q1	–	Sell	-3,526	Closed	-$496K	–	717
2023 Q4	$496K	Buy	3,526 +504	+17%	+$60.8K	0.02%	369
2023 Q3	$344K	Sell	3,022 -997	-25%	-$122K	0.02%	421
2023 Q2	$457K	Buy	4,019 +790	+24%	+$74.6K	0.02%	341
2023 Q1	$272K	Sell	3,229 -3,157	-49%	-$278K	0.01%	470
2022 Q4	$523K	Buy	+6,386	New	+$647K	0.03%	277
2021 Q4	–	Sell	-2,513	Closed	-$272K	–	649
2021 Q3	$272K	Sell	2,513 -1,496	-37%	-$172K	0.02%	419
2021 Q2	$467K	Buy	4,009 +2,504	+166%	+$278K	0.03%	274
2021 Q1	$156K	Buy	1,505 +1,005	+201%	+$98.2K	0.01%	504
2020 Q4	$42K	Buy	500 +320	+178%	+$22.7K	﹤0.01%	837
2020 Q3	$11K	Buy	+180	New	+$9.74K	﹤0.01%	1071
2020 Q2	–	Sell	-6,057	Closed	-$218K	–	2173
2020 Q1	$218K	Buy	6,057 +5,608	+1,249%	+$226K	0.02%	286
2019 Q4	$17K	Sell	449 -3,950	-90%	-$146K	﹤0.01%	964
2019 Q3	$142K	Sell	4,399 -2,987	-40%	-$97K	0.02%	360
2019 Q2	$242K	Sell	7,386 -2,714	-27%	-$78.3K	0.03%	256
2019 Q1	$260K	Sell	10,100 -4,969	-33%	-$126K	0.03%	229
2018 Q4	$365K	Buy	15,069 +2,041	+16%	+$54.9K	0.05%	188
2018 Q3	$362K	Buy	13,028 +2,028	+18%	+$61.6K	0.05%	193
2018 Q2	$338K	Buy	11,000 +5,000	+83%	+$134K	0.05%	211
2018 Q1	$155K	Sell	6,000 -6,500	-52%	-$165K	0.02%	284
2017 Q4	$298K	Buy	+12,500	New	+$269K	0.05%	198

Other funds holding WMS

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

BAM

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valeo Financial Advisors's WMS Position: Q3 2026 in Review

Valeo Financial Advisors increased its Advanced Drainage Systems (WMS) stake by 43% in Q3 2026, buying an estimated $162K and bringing the position to 3,834 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #471.

Valeo Financial Advisors first reported a position in WMS in Q4 2017 and has held it in 29 quarters since. The position peaked at $610K in Q2 2025. 34 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

Valeo Financial Advisors held 3,834 shares of Advanced Drainage Systems worth $486K as of Q3 2026.
Valeo Financial Advisors bought 1,162 Advanced Drainage Systems shares in Q3 2026, an estimated $162K.
Advanced Drainage Systems made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #471 holding.
Valeo Financial Advisors first reported a position in Advanced Drainage Systems in Q4 2017 and has held it in 29 quarters since.
Valeo Financial Advisors's Advanced Drainage Systems position peaked at $610K in Q2 2025.
34 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.