VarCov Co’s Advanced Drainage Systems WMS Stock Holding History

VarCov Co’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	$3.17M	Buy	20,190 +16,454	+440%	+$2.35M	1.2%	3
2026 Q1	$512K	Buy	+3,736	New	+$578K	0.19%	204

Other funds holding WMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VarCov Co's WMS Position: Q2 2026 in Review

VarCov Co increased its Advanced Drainage Systems (WMS) stake by 440% in Q2 2026, buying an estimated $2.35M and bringing the position to 20,190 shares worth $3.17M. The position accounts for 1.2% of the portfolio, ranked #3.

VarCov Co first reported a position in WMS in Q1 2026 and has held it in 2 quarters since. 547 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

VarCov Co held 20,190 shares of Advanced Drainage Systems worth $3.17M as of Q2 2026.
VarCov Co bought 16,454 Advanced Drainage Systems shares in Q2 2026, an estimated $2.35M.
Advanced Drainage Systems made up 1.2% of VarCov Co's portfolio in Q2 2026, its #3 holding.
VarCov Co first reported a position in Advanced Drainage Systems in Q1 2026 and has held it in 2 quarters since.
547 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.