FINANCIAL CONSULATE, INC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1624510
HUNT VALLEY, MD
Position in WMS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$14,283
+$1,805 QoQ
Shares Held
91
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#469
of 543 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $411,430 across 11 Building Products & Equipment names. WMS ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
2,408 | $176,626 | |
| 2 | TT |
Trane Technologies plc
|
160 | $78,585 | |
| 3 | SPXC |
SPX Technologies, Inc.
|
228 | $55,898 | |
| 4 | BLDR |
Builders FirstSource, Inc.
|
508 | $45,455 | |
| 5 | JCI |
Johnson Controls International plc
|
172 | $25,130 | |
| 6 | WMS |
Advanced Drainage Systems, Inc.
This page
|
91 | $14,283 | |
| 7 | GFF |
Griffon Corp
|
100 | $9,753 | |
| 8 | FBIN |
Fortune Brands Innovations, Inc.
|
39 | $2,141 |
All Filings in WMS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,283 | 91 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $12,478 | 91 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $13,179 | 91 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $12,621 | 91 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||