Planning Strategies Inc.’s Advanced Drainage Systems WMS Stock Holding History

Planning Strategies Inc.’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	$628	Buy	+4	New	+$572	﹤0.01%	820

Other funds holding WMS

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

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

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

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

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

Retirement Systems of Alabama

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

Planning Strategies Inc.'s WMS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Advanced Drainage Systems (WMS) in Q2 2026: 4 shares worth $628. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings.

153 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

Planning Strategies Inc. held 4 shares of Advanced Drainage Systems worth $628 as of Q2 2026.
Advanced Drainage Systems was a new Planning Strategies Inc. position in Q2 2026.
Advanced Drainage Systems made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #820 holding.
153 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.