Position in WMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,359
+$1,309 QoQ
Shares Held
66
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#474
of 543 holders
Holding Since
Mar 2026
2 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, 2026Heritage Wealth Advisors holds $2,109,114 across 6 Building Products & Equipment names. WMS ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
3,415 | $1,677,311 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
4,496 | $329,781 | |
| 3 | JCI |
Johnson Controls International plc
|
580 | $84,743 | |
| 4 | WMS |
Advanced Drainage Systems, Inc.
This page
|
66 | $10,359 | |
| 5 | OC |
Owens Corning
|
28 | $4,450 | |
| 6 | FBIN |
Fortune Brands Innovations, Inc.
|
45 | $2,470 |
All Filings in WMS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,359 | 66 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,050 | 66 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||