Back to WMS
AA Financial Advisors, LLC → WMS
AA Financial Advisors, LLC WMS Position History
Advanced Drainage Systems, Inc. • Industrials
Quarters held
4
Latest value
$1.2M
Q3 2026
Peak value
$1.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.5M |
| Q1 2026 | $1.4M |
| Q2 2026 | $1.5M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 9.2K | — | — |
| Q2 2026 | $1.5M | 9.5K | — | — |
| Q1 2026 | $1.4M | 10.2K | — | — |
| Q4 2025 | $1.5M | 10.2K | — | — |
Other funds holding WMS
$586.5M
$422.8M
$422.8M
$347.8M
$341.4M
$145M
$130.6M
$126.2M