Welch Financial Planning
WMS icon

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
Q3 		$253K Hold
2,000
– – 0.14% 65
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

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Welch Financial Planning's WMS Position: Q3 2026 in Review

Welch Financial Planning held its Advanced Drainage Systems (WMS) position steady in Q3 2026 at 2,000 shares worth $253K. The position accounts for 0.14% of the portfolio, ranked #65.

Welch Financial Planning first reported a position in WMS in Q4 2025 and has held it in 4 quarters since. The position peaked at $314K in Q2 2026. 419 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

  • Welch Financial Planning held 2,000 shares of Advanced Drainage Systems worth $253K as of Q3 2026.
  • Welch Financial Planning left its Advanced Drainage Systems share count unchanged in Q3 2026.
  • Advanced Drainage Systems made up 0.14% of Welch Financial Planning's portfolio in Q3 2026, its #65 holding.
  • Welch Financial Planning first reported a position in Advanced Drainage Systems in Q4 2025 and has held it in 4 quarters since.
  • Welch Financial Planning's Advanced Drainage Systems position peaked at $314K in Q2 2026.
  • 419 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

Based on Welch Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.