Vantage Financial Partners (Wisconsin)’s Advanced Drainage Systems WMS Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025 Q4	$2.12M	Sell	14,651 -1,589	-10%	-$230K	0.43%	39
2025 Q3	$2.25M	Buy	16,240 +2,688	+20%	+$353K	0.47%	36
2025 Q2	$1.56M	Sell	13,552 -966	-7%	-$108K	0.36%	47
2025 Q1	$1.58M	Hold	14,518	–	–	0.39%	37
2024 Q4	$1.68M	Hold	14,518	–	–	0.42%	34
2024 Q3	$2.28M	Hold	14,518	–	–	0.57%	23
2024 Q2	$2.33M	Hold	14,518	–	–	0.6%	25
2024 Q1	$2.5M	Buy	+14,518	New	+$2.19M	0.67%	26

Other funds holding WMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s WMS Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its Advanced Drainage Systems (WMS) stake by 9.8% in Q4 2025, selling an estimated $230K and leaving 14,651 shares worth $2.12M. The position accounts for 0.43% of the portfolio, ranked #39.

Vantage Financial Partners (Wisconsin) first reported a position in WMS in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.5M in Q1 2024. 545 funds tracked by Wall St. Rank hold WMS as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 14,651 shares of Advanced Drainage Systems worth $2.12M as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 1,589 Advanced Drainage Systems shares in Q4 2025, an estimated $230K.
Advanced Drainage Systems made up 0.43% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #39 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Advanced Drainage Systems in Q1 2024 and has held it in 8 quarters since.
Vantage Financial Partners (Wisconsin)'s Advanced Drainage Systems position peaked at $2.5M in Q1 2024.
545 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.