Position in WMS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$120,388
+$23,026 QoQ
Shares Held
767
+8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#426
of 543 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026SIGNATUREFD, LLC holds $10,204,947 across 25 Building Products & Equipment names. WMS ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
10,666 | $5,238,712 | |
| 2 | JCI |
Johnson Controls International plc
|
14,683 | $2,145,333 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
17,232 | $1,263,967 | |
| 4 | MAS |
Masco Corp /De/
|
3,747 | $304,893 | |
| 5 | LII |
Lennox International Inc
|
498 | $285,329 | |
| 6 | OC |
Owens Corning
|
923 | $146,720 | |
| 7 | WMS |
Advanced Drainage Systems, Inc.
This page
|
767 | $120,388 | |
| 8 | CSL |
Carlisle Companies Inc
|
296 | $107,374 |
All Filings in WMS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,388 | 767 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $97,362 | 710 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $96,456 | 666 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $89,738 | 647 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $78,449 | 683 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $72,795 | 670 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $36,760 | 318 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $46,833 | 298 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $53,891 | 336 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $54,255 | 315 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $41,488 | 295 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $28,571 | 251 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $27,193 | 239 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $16,589 | 197 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $14,836 | 181 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $12,437 | 100 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $16,662 | 185 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $57,266 | 482 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,172 | 38 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $865 | 8 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $932 | 8 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $620 | 6 | Shares | Sole | 2021-04-30 | |
| 2020-09-30 | $3,122 | 50 | Shares | Sole | 2020-11-03 | |
| 2020-03-31 | $39,214 | 1,332 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||