UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1463217
IRVING, TX
Position in WMS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$707,889
-$2,503,361 QoQ
Shares Held
4,510
-77.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#299
of 543 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $16,551,590 across 11 Building Products & Equipment names. WMS ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JCI |
Johnson Controls International plc
|
30,999 | $4,529,263 | |
| 2 | TT |
Trane Technologies plc
|
8,805 | $4,324,663 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
39,552 | $2,901,139 | |
| 4 | MAS |
Masco Corp /De/
|
17,612 | $1,433,088 | |
| 5 | BLDR |
Builders FirstSource, Inc.
|
8,235 | $736,867 | |
| 6 | WMS |
Advanced Drainage Systems, Inc.
This page
|
4,510 | $707,889 | |
| 7 | OC |
Owens Corning
|
2,807 | $446,200 | |
| 8 | CSL |
Carlisle Companies Inc
|
1,128 | $409,182 |
All Filings in WMS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,889 | 4,510 | Shares | Defined | 2026-08-17 | |
| 2024-09-30 | $3,211,250 | 20,433 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $626,643 | 3,907 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $858,616 | 4,985 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $804,601 | 5,721 | Shares | Defined | 2024-02-14 | |
| 2023-06-30 | $621,466 | 5,462 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,897,924 | 22,538 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,965,066 | 23,973 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $2,441,756 | 19,633 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||