RAFFA WEALTH MANAGEMENT, LLC’s Advanced Drainage Systems WMS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$1.88K	Buy	12 +6	+100%	+$857	﹤0.01%	853
2026 Q1	$823	Hold	6	–	–	﹤0.01%	989
2025 Q4	$869	Hold	6	–	–	﹤0.01%	955
2025 Q3	$832	Hold	6	–	–	﹤0.01%	939
2025 Q2	$689	Hold	6	–	–	﹤0.01%	942
2025 Q1	$652	Hold	6	–	–	﹤0.01%	913
2024 Q4	$694	Hold	6	–	–	﹤0.01%	946
2024 Q3	$943	Hold	6	–	–	﹤0.01%	858
2024 Q2	$962	Hold	6	–	–	﹤0.01%	913
2024 Q1	$1.03K	Hold	6	–	–	﹤0.01%	888
2023 Q4	$844	Hold	6	–	–	﹤0.01%	864
2023 Q3	$683	Hold	6	–	–	﹤0.01%	881
2023 Q2	$683	Hold	6	–	–	﹤0.01%	900
2023 Q1	$505	Hold	6	–	–	﹤0.01%	966
2022 Q4	$492	Hold	6	–	–	﹤0.01%	954
2022 Q3	$746	Hold	6	–	–	﹤0.01%	897
2022 Q2	$540	Hold	6	–	–	﹤0.01%	1003
2022 Q1	$713	Hold	6	–	–	﹤0.01%	976
2021 Q4	$817	Hold	6	–	–	﹤0.01%	940
2021 Q3	$649	Hold	6	–	–	﹤0.01%	983
2021 Q2	$699	Hold	6	–	–	﹤0.01%	965
2021 Q1	$620	Buy	+6	New	+$586	﹤0.01%	1000

Other funds holding WMS

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

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 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

OAM

OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

SOADOR

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

RAFFA WEALTH MANAGEMENT, LLC's WMS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Advanced Drainage Systems (WMS) stake by 100% in Q2 2026, buying an estimated $857 and bringing the position to 12 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WMS in Q1 2021 and has held it in 22 quarters since. 134 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 12 shares of Advanced Drainage Systems worth $1.88K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 6 Advanced Drainage Systems shares in Q2 2026, an estimated $857.
Advanced Drainage Systems made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #853 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Advanced Drainage Systems in Q1 2021 and has held it in 22 quarters since.
134 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.