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James T. Borello RIA’s Advanced Drainage Systems WMS Stock Holding History

James T. Borello RIA’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 		– Sell
-5
Closed -$686 – 1298
2026
Q1 		$686 Hold
5
– – ﹤0.01% 1033
2025
Q4 		$724 Buy
+5
New +$724 ﹤0.01% 904

Other funds holding WMS

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Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

James T. Borello RIA's WMS Position: Q2 2026 in Review

James T. Borello RIA sold out of Advanced Drainage Systems (WMS) in Q2 2026, closing a stake of 5 shares — an estimated $686 sold.

James T. Borello RIA first reported a position in WMS in Q4 2025 and held it in 2 quarters. The position peaked at $724 in Q4 2025. 556 funds tracked by Wall St. Rank hold WMS as of Q2 2026.

  • James T. Borello RIA reported no remaining Advanced Drainage Systems position as of Q2 2026 after selling out during the quarter.
  • James T. Borello RIA sold 5 Advanced Drainage Systems shares in Q2 2026, an estimated $686.
  • James T. Borello RIA first reported a position in Advanced Drainage Systems in Q4 2025 and held it in 2 quarters.
  • James T. Borello RIA's Advanced Drainage Systems position peaked at $724 in Q4 2025.
  • 556 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.