WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1632972
PLYMOUTH, MN
Position in WMS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,220,364
+$247,016 QoQ
Shares Held
7,775
+9.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#255
of 543 holders
Holding Since
Jun 2024
8 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, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $158,686,104 across 24 Building Products & Equipment names. WMS ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
587,783 | $43,113,883 | |
| 2 | MAS |
Masco Corp /De/
|
459,586 | $37,396,512 | |
| 3 | JCI |
Johnson Controls International plc
|
164,532 | $24,039,770 | |
| 4 | TT |
Trane Technologies plc
|
44,874 | $22,040,313 | |
| 5 | OC |
Owens Corning
|
63,971 | $10,168,830 | |
| 6 | TREX |
Trex Co Inc
|
98,472 | $4,927,538 | |
| 7 | SPXC |
SPX Technologies, Inc.
|
15,650 | $3,836,910 | |
| 8 | CSL |
Carlisle Companies Inc
|
5,680 | $2,060,420 |
All Filings in WMS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,220,364 | 7,775 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $973,348 | 7,098 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,158,784 | 8,001 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $764,930 | 5,515 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $816,178 | 7,512 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $699,842 | 6,054 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $969,991 | 6,172 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,096,136 | 13,069 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||