VFA
WMS icon

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
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

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

Valeo Financial Advisors's WMS Position: Q2 2026 in Review

Valeo Financial Advisors increased its Advanced Drainage Systems (WMS) stake by 60% in Q2 2026, buying an estimated $143K and bringing the position to 2,672 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #508.

Valeo Financial Advisors first reported a position in WMS in Q4 2017 and has held it in 28 quarters since. The position peaked at $610K in Q2 2025. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Valeo Financial Advisors held 2,672 shares of Advanced Drainage Systems worth $419K as of Q2 2026.
  • Valeo Financial Advisors bought 998 Advanced Drainage Systems shares in Q2 2026, an estimated $143K.
  • Advanced Drainage Systems made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #508 holding.
  • Valeo Financial Advisors first reported a position in Advanced Drainage Systems in Q4 2017 and has held it in 28 quarters since.
  • Valeo Financial Advisors's Advanced Drainage Systems position peaked at $610K in Q2 2025.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.