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Vest Financial’s Advanced Drainage Systems WMS Stock Holding History

Vest Financial’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 		$5.45M Sell
34,753
-13,907
-29% -$1.99M 0.06% 252
2026
Q1 		$6.67M Buy
48,660
+2,302
+5% +$356K 0.08% 199
2025
Q4 		$6.71M Buy
46,358
+4,001
+9% +$579K 0.09% 169
2025
Q3 		$5.87M Buy
42,357
+8,326
+24% +$1.09M 0.08% 169
2025
Q2 		$3.91M Buy
34,031
+10,399
+44% +$1.16M 0.06% 202
2025
Q1 		$2.57M Buy
23,632
+2,664
+13% +$311K 0.04% 213
2024
Q4 		$2.42M Buy
20,968
+11,180
+114% +$1.55M 0.04% 176
2024
Q3 		$1.54M Buy
9,788
+3,153
+48% +$492K 0.03% 154
2024
Q2 		$1.06M Buy
6,635
+1,520
+30% +$254K 0.03% 197
2024
Q1 		$881K Buy
5,115
+3,400
+198% +$512K 0.02% 169
2023
Q4 		$241K Buy
+1,715
New +$207K 0.01% 163

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

Vest Financial's WMS Position: Q2 2026 in Review

Vest Financial reduced its Advanced Drainage Systems (WMS) stake by 29% in Q2 2026, selling an estimated $1.99M and leaving 34,753 shares worth $5.45M. The position accounts for 0.06% of the portfolio, ranked #252.

Vest Financial first reported a position in WMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.71M in Q4 2025. 551 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Vest Financial held 34,753 shares of Advanced Drainage Systems worth $5.45M as of Q2 2026.
  • Vest Financial sold 13,907 Advanced Drainage Systems shares in Q2 2026, an estimated $1.99M.
  • Advanced Drainage Systems made up 0.06% of Vest Financial's portfolio in Q2 2026, its #252 holding.
  • Vest Financial first reported a position in Advanced Drainage Systems in Q4 2023 and has held it in 11 quarters since.
  • Vest Financial's Advanced Drainage Systems position peaked at $6.71M in Q4 2025.
  • 551 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.