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Wealthspire Advisors (New York)’s Advanced Drainage Systems WMS Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-229
Closed -$31.8K – 2904
2025
Q3 		$31.8K Buy
+229
New +$30.1K ﹤0.01% 1427

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UBS AM
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wealthspire Advisors (New York)'s WMS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Advanced Drainage Systems (WMS) in Q4 2025, closing a stake of 229 shares — an estimated $31.8K sold.

Wealthspire Advisors (New York) first reported a position in WMS in Q3 2025 and held it in 1 quarter. The position peaked at $31.8K in Q3 2025. 548 funds tracked by Wall St. Rank hold WMS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Advanced Drainage Systems position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 229 Advanced Drainage Systems shares in Q4 2025, an estimated $31.8K.
  • Wealthspire Advisors (New York) first reported a position in Advanced Drainage Systems in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Advanced Drainage Systems position peaked at $31.8K in Q3 2025.
  • 548 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.