WA
GMS

Waverly Advisors’s GMS Inc GMS Stock Holding History

Waverly Advisors’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,491
Closed -$271K – 1298
2025
Q2 		$271K Buy
+2,491
New +$193K ﹤0.01% 1009

Other funds holding GMS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Waverly Advisors's GMS Position: Q3 2025 in Review

Waverly Advisors sold out of GMS Inc (GMS) in Q3 2025, closing a stake of 2,491 shares — an estimated $271K sold.

Waverly Advisors first reported a position in GMS in Q2 2025 and held it in 1 quarter. The position peaked at $271K in Q2 2025. 3 funds tracked by Wall St. Rank hold GMS as of Q3 2025.

  • Waverly Advisors reported no remaining GMS Inc position as of Q3 2025 after selling out during the quarter.
  • Waverly Advisors sold 2,491 GMS Inc shares in Q3 2025, an estimated $271K.
  • Waverly Advisors first reported a position in GMS Inc in Q2 2025 and held it in 1 quarter.
  • Waverly Advisors's GMS Inc position peaked at $271K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held GMS Inc as of Q3 2025.

Based on Waverly Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.