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Welch Financial Planning’s Advanced Drainage Systems WMS Stock Holding History

Welch Financial Planning’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 		$314K Hold
2,000
– – 0.18% 56
2026
Q1 		$274K Hold
2,000
– – 0.2% 57
2025
Q4 		$290K Buy
+2,000
New +$290K 0.21% 48

Other funds holding WMS

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Welch Financial Planning's WMS Position: Q2 2026 in Review

Welch Financial Planning held its Advanced Drainage Systems (WMS) position steady in Q2 2026 at 2,000 shares worth $314K. The position accounts for 0.18% of the portfolio, ranked #56.

Welch Financial Planning first reported a position in WMS in Q4 2025 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • Welch Financial Planning held 2,000 shares of Advanced Drainage Systems worth $314K as of Q2 2026.
  • Welch Financial Planning left its Advanced Drainage Systems share count unchanged in Q2 2026.
  • Advanced Drainage Systems made up 0.18% of Welch Financial Planning's portfolio in Q2 2026, its #56 holding.
  • Welch Financial Planning first reported a position in Advanced Drainage Systems in Q4 2025 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.