Valued Wealth Advisors’s Advanced Drainage Systems WMS Stock Holding History

Valued Wealth 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	$4.4K	Buy	28 +3	+12%	+$429	﹤0.01%	474
2026 Q1	$3.43K	Buy	25 +20	+400%	+$3.1K	﹤0.01%	457
2025 Q4	$726	Hold	5	–	–	﹤0.01%	502
2025 Q3	$695	Hold	5	–	–	﹤0.01%	489
2025 Q2	$576	Hold	5	–	–	﹤0.01%	509
2025 Q1	$544	Buy	5 +3	+150%	+$350	﹤0.01%	549
2024 Q4	$232	Sell	2 -1	-33%	-$139	﹤0.01%	606
2024 Q3	$472	Hold	3	–	–	﹤0.01%	537
2024 Q2	$482	Buy	+3	New	+$501	﹤0.01%	504

Other funds holding WMS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Valued Wealth Advisors's WMS Position: Q2 2026 in Review

Valued Wealth Advisors increased its Advanced Drainage Systems (WMS) stake by 12% in Q2 2026, buying an estimated $429 and bringing the position to 28 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Valued Wealth Advisors first reported a position in WMS in Q2 2024 and has held it in 9 quarters since. 104 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

Valued Wealth Advisors held 28 shares of Advanced Drainage Systems worth $4.4K as of Q2 2026.
Valued Wealth Advisors bought 3 Advanced Drainage Systems shares in Q2 2026, an estimated $429.
Advanced Drainage Systems made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #474 holding.
Valued Wealth Advisors first reported a position in Advanced Drainage Systems in Q2 2024 and has held it in 9 quarters since.
104 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.